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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 1701 | $230,959 | 4,844 | 0.00 | 0.00 | -5,756 | -54.30 | 12-31-2023 |
| HELMERICH & PAYNE INC | COM | Liquidated | $0 | 0 | 0.00 | 4,659 | +Inf | 12-31-2023 | |
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | 1703 | $230,410 | 3,382 | 0.00 | 3,382 | +Inf | 12-31-2023 | |
| TELADOC HEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.03 | 1,305 | 15.49 | 12-31-2023 |
