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 |
---|---|---|---|---|---|---|---|---|---|
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 |