Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AVANTAX ADVISORY SERVICES INC 02-07-2024 12-31-2023 1570 10,074,549,546
Institutional Holdings
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
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