Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 05-08-2024 | 03-31-2024 | 1650 | 11,266,408,751 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | 1851 | $229,734 | 5,048 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LIVENT CORP | COM | Liquidated | $0 | 0 | 0.00 | 11,550 | +Inf | 12-31-2023 | |
| DOLLAR TREE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 145 | 9.86 | 03-31-2024 |
| INVESCO DB MULTI-SECTOR COMM | PRECIOUS METAL | Liquidated | $0 | 0 | 0.00 | 0.01 | -4,716 | -49.69 | 12-31-2023 |
