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 |
|---|---|---|---|---|---|---|---|---|---|
| STEPAN CO | cs | 2501 | $113,460 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SOCIEDAD QUIMICA Y MINERA DE | cs | 2502 | $113,299 | 1,882 | 0.00 | 0.00 | 343 | 22.29 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | mc | 2503 | $113,161 | 2,652 | 0.00 | 0.00 | -454 | -14.62 | 12-31-2023 |
| EA SERIES TRUST | mc | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,430 | 9630.43 | 12-31-2023 |
