Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AVANTAX ADVISORY SERVICES INC 05-08-2024 03-31-2024 1650 11,266,408,751
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 1501 $328,363 6,582 0.00 6,582 +Inf 03-31-2024
INNOVATOR ETFS TRUST GRWT100 PWR BUF 1502 $328,139 5,692 0.00 0.00 0 0.00 03-31-2024
INGREDION INC COM 1503 $327,490 2,803 0.00 0.00 -453 -13.91 03-31-2024
C3 AI INC CL A 1504 $327,358 12,093 0.00 0.00 234 1.97 03-31-2024
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