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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | COMMUNICATION | 201 | $8,897,105 | 108,953 | 0.00 | 0.00 | 12,700 | 13.19 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 202 | $8,759,708 | 335,751 | 0.00 | 0.00 | 18,800 | 5.93 | 03-31-2024 |
| UNITED HOMES GROUP INC | CL A | 203 | $8,737,500 | 1,250,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | ESG AWR MSCI USA | 204 | $8,671,890 | 75,434 | 0.00 | 0.00 | -33,703 | -30.88 | 03-31-2024 |
