Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVANTAX ADVISORY SERVICES INC | 05-08-2024 | 03-31-2024 | 1650 | 11,266,408,751 |
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 |