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
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 1751 $221,596 2,358 0.00 2,358 +Inf 12-31-2023
CENTENE CORP DEL COM 1752 $221,368 2,983 0.00 0.00 253 9.27 12-31-2023
ISHARES INC MSCI GBL ETF NEW 1753 $221,081 5,133 0.00 0.00 -944 -15.53 12-31-2023
FIRST TR EXCHNG TRADED FD VI FT CBOE VEST 100 1754 $220,582 9,323 0.00 9,323 +Inf 12-31-2023
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