Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CME GROUP INC | cs | 1501 | $304,427 | 1,444 | 0.00 | 0.00 | -368 | -20.31 | 12-31-2023 |
| IRON MTN INC DEL | cs | 1502 | $304,345 | 4,349 | 0.00 | 0.00 | -173 | -3.83 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | mc | 1503 | $303,225 | 7,777 | 0.00 | 0.00 | 3,040 | 64.18 | 12-31-2023 |
| SYNOPSYS INC | cs | 1504 | $303,043 | 589 | 0.00 | 0.00 | 142 | 31.77 | 12-31-2023 |
