Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVANTAX ADVISORY SERVICES INC | 02-07-2024 | 12-31-2023 | 1570 | 10,074,549,546 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR SER TR | S&P 400 MDCP VAL | 1651 | $244,701 | 3,335 | 0.00 | 3,335 | +Inf | 12-31-2023 | |
NABORS INDUSTRIES LTD | SHS | Liquidated | $0 | 0 | 0.00 | 1,578 | +Inf | 12-31-2023 | |
THOMSON REUTERS CORP. | COM | 1653 | $243,866 | 1,668 | 0.00 | 1,668 | +Inf | 12-31-2023 | |
ARK ETF TR | GENOMIC REV ETF | Liquidated | $0 | 0 | 0.00 | 0.03 | -6,841 | -44.33 | 12-31-2023 |