Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVANTAX ADVISORY SERVICES INC | 02-07-2024 | 12-31-2023 | 1570 | 10,074,549,546 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | MSCI ACWI ETF | Liquidated | $0 | 0 | 0.00 | 3,386 | +Inf | 12-31-2023 | |
WINNEBAGO INDS INC | COM | Liquidated | $0 | 0 | 0.00 | 5,449 | +Inf | 12-31-2023 | |
AIM ETF PRODUCTS TRUST | US LRGCP B20 APR | 1503 | $286,955 | 9,724 | 0.00 | 9,724 | +Inf | 12-31-2023 | |
FRANKLIN TEMPLETON ETF TR | FTSE BRAZIL | 1504 | $286,372 | 13,670 | 0.00 | 0.00 | -2,700 | -16.49 | 12-31-2023 |