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 |
---|---|---|---|---|---|---|---|---|---|
CNH INDL N V | SHS | 1901 | $147,362 | 12,099 | 0.00 | 12,099 | +Inf | 12-31-2023 | |
CION INVT CORP | COM | Liquidated | $0 | 0 | 0.00 | 15,109 | +Inf | 12-31-2023 | |
NUVEEN CR STRATEGIES INCOME | COM SHS | 1903 | $146,452 | 28,056 | 0.00 | 0.00 | 11,624 | 70.74 | 12-31-2023 |
AZUL S A | SPONSR ADR PFD | 1904 | $145,931 | 15,060 | 0.00 | 15,060 | +Inf | 12-31-2023 |