Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABRDN HEALTHCARE INVESTORS | mf | 1801 | $221,110 | 13,344 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UBS GROUP AG | cs | 1802 | $220,629 | 7,140 | 0.00 | 0.00 | 2,231 | 45.45 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | mc | 1803 | $220,238 | 4,322 | 0.00 | 0.00 | 293 | 7.27 | 12-31-2023 |
| SPDR INDEX SHS FDS | mc | 1804 | $219,930 | 1,997 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
