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 |
|---|---|---|---|---|---|---|---|---|---|
| CNX RES CORP | COM | 1651 | $278,425 | 11,738 | 0.00 | 11,738 | +Inf | 03-31-2024 | |
| NUVEEN FLOATING RATE INCOME | COM | 1652 | $277,212 | 31,754 | 0.00 | 0.00 | 8,647 | 37.42 | 03-31-2024 |
| INVESCO DB US DLR INDEX TR | BULLISH FD | Liquidated | $277,101 | 9,767 | 0.00 | 0.00 | 9,767 | +Inf | 03-31-2024 |
| SPIRE INC | COM | Liquidated | $0 | 0 | 0.00 | 4,021 | +Inf | 12-31-2023 |
