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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | SWAN SOS MOD JAN | 1601 | $260,831 | 10,098 | 0.00 | 0.00 | -2,575 | -20.32 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | GLOBAL WATER | 1602 | $260,806 | 6,598 | 0.00 | 0.00 | -213 | -3.13 | 12-31-2023 |
| WHITEHORSE FIN INC | COM | 1603 | $260,731 | 21,198 | 0.00 | 0.00 | 3,861 | 22.27 | 12-31-2023 |
| ILLUMINA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 348 | 36.98 | 12-31-2023 |
