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 |
|---|---|---|---|---|---|---|---|---|---|
| VALERO ENERGY CORP | COM | 251 | $5,961,230 | 45,856 | 0.00 | 0.00 | 21,809 | 90.69 | 12-31-2023 |
| ISHARES TR | MRGSTR MD CP ETF | 252 | $5,900,308 | 87,894 | 0.00 | 0.00 | -125,197 | -58.75 | 12-31-2023 |
| UNITED PARCEL SERVICE INC | CL B | 253 | $5,895,687 | 37,497 | 0.00 | 0.00 | 4,070 | 12.18 | 12-31-2023 |
| NASDAQ INC | COM | 254 | $5,884,800 | 101,218 | 0.00 | 0.00 | 24,961 | 32.73 | 12-31-2023 |
