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 |
|---|---|---|---|---|---|---|---|---|---|
| BOEING CO | COM | 251 | $6,669,087 | 34,557 | 0.00 | 0.00 | -3,813 | -9.94 | 03-31-2024 |
| PACER FDS TR | TRENDP US MID CP | 252 | $6,560,918 | 182,096 | 0.00 | 0.00 | 273 | 0.15 | 03-31-2024 |
| DUKE ENERGY CORP NEW | COM NEW | 253 | $6,525,626 | 67,476 | 0.00 | 0.00 | -4,091 | -5.72 | 03-31-2024 |
| ISHARES TR | MSCI EAFE MIN VL | 254 | $6,486,293 | 91,511 | 0.00 | 0.00 | -4,492 | -4.68 | 03-31-2024 |
