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 |
|---|---|---|---|---|---|---|---|---|---|
| LINDE PLC | SHS | 201 | $7,960,755 | 19,383 | 0.00 | 19,383 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL MAT | 202 | $7,943,510 | 236,157 | 0.00 | 0.00 | 178,304 | 308.20 | 12-31-2023 |
| DEERE & CO | COM | 203 | $7,758,660 | 19,403 | 0.00 | 0.00 | 4,133 | 27.07 | 12-31-2023 |
| ISHARES TR | SP SMCP600VL ETF | 204 | $7,686,553 | 74,576 | 0.00 | 0.00 | -3,828 | -4.88 | 12-31-2023 |
