Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COHEN & STEERS QUALITY INCOM | mf | 2101 | $165,643 | 13,533 | 0.00 | 0.00 | -2,165 | -13.79 | 12-31-2023 |
| INNOVATOR ETFS TR | mc | 2102 | $165,207 | 4,504 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ROGERS COMMUNICATIONS INC | cs | 2103 | $164,913 | 3,523 | 0.00 | 0.00 | -3,574 | -50.36 | 12-31-2023 |
| SEAGATE TECHNOLOGY HLDNGS PL | cs | 2104 | $164,780 | 1,929 | 0.00 | 0.00 | -1,613 | -45.54 | 12-31-2023 |
