Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX PLANNING PARTNERS INC | 02-09-2024 | 12-31-2023 | 372 | 2,624,534,824 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS 24 TRM TS | 151 | $1,413,991 | 59,262 | 0.00 | 0.00 | -3,673 | -5.84 | 12-31-2023 |
| SPDR SER TR | S&P DIVID ETF | 152 | $1,412,257 | 11,301 | 0.00 | 0.00 | -1,135 | -9.13 | 12-31-2023 |
| BOOKING HOLDINGS INC | COM | 153 | $1,408,246 | 397 | 0.00 | 0.00 | -39 | -8.94 | 12-31-2023 |
| INTEL CORP | COM | 154 | $1,386,821 | 27,598 | 0.00 | 0.00 | -2,080 | -7.01 | 12-31-2023 |
