Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AVANTAX ADVISORY SERVICES INC 02-07-2024 12-31-2023 1570 10,074,549,546
Institutional Holdings
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
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