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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | mc | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,047 | -20.58 | 12-31-2023 |
| GE HEALTHCARE TECHNOLOGIES I | cs | 2302 | $140,710 | 1,820 | 0.00 | 0.00 | -500 | -21.55 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | mc | 2303 | $140,543 | 519 | 0.00 | 0.00 | 1 | 0.19 | 12-31-2023 |
| BCE INC | cs | 2304 | $138,711 | 3,522 | 0.00 | 0.00 | -955 | -21.33 | 12-31-2023 |
