Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX PLANNING PARTNERS INC | 02-09-2024 | 12-31-2023 | 372 | 2,624,534,824 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 201 | $786,883 | 15,182 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CAESARS ENTERTAINMENT INC NE | COM | 202 | $784,302 | 16,730 | 0.00 | 0.00 | -2 | -0.01 | 12-31-2023 |
| HONEYWELL INTL INC | COM | 203 | $776,976 | 3,705 | 0.00 | 0.00 | 584 | 18.71 | 12-31-2023 |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | 204 | $767,590 | 28,482 | 0.00 | 0.00 | -2,424 | -7.84 | 12-31-2023 |
