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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 1601 | $293,037 | 8,117 | 0.00 | 0.00 | -399 | -4.69 | 03-31-2024 |
| ISHARES TR | CRE U S REIT ETF | 1602 | $292,858 | 5,443 | 0.00 | 0.00 | -29,839 | -84.57 | 03-31-2024 |
| ALLIANCE RESOURCE PARTNERS L | UT LTD PART | 1603 | $292,693 | 14,598 | 0.00 | 0.00 | 313 | 2.19 | 03-31-2024 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | Liquidated | $0 | 0 | 0.00 | 9,241 | +Inf | 03-31-2024 |
