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 |
|---|---|---|---|---|---|---|---|---|---|
| FISERV INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COLGATE PALMOLIVE CO | COM | 252 | $529,139 | 6,638 | 0.00 | 0.00 | -8 | -0.12 | 12-31-2023 |
| ISHARES TR | ESG AWRE 1 5 YR | 253 | $526,026 | 21,488 | 0.00 | 0.00 | -14,126 | -39.66 | 12-31-2023 |
| COMCAST CORP NEW | CL A | 254 | $525,319 | 11,980 | 0.00 | 0.00 | -448 | -3.60 | 12-31-2023 |
