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 |
---|---|---|---|---|---|---|---|---|---|
AON PLC | SHS CL A | 1851 | $201,009 | 691 | 0.00 | 691 | +Inf | 12-31-2023 | |
TEXTRON INC | COM | 1852 | $200,680 | 2,495 | 0.00 | 2,495 | +Inf | 12-31-2023 | |
WOLFSPEED INC | COM | 1853 | $200,581 | 4,610 | 0.00 | 4,610 | +Inf | 12-31-2023 | |
FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 1854 | $200,341 | 5,499 | 0.00 | 0.00 | -4,027 | -42.27 | 12-31-2023 |