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 |
|---|---|---|---|---|---|---|---|---|---|
| RINGCENTRAL INC | cs | 2551 | $108,843 | 3,206 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CBRE GROUP INC | cs | 2552 | $108,677 | 1,167 | 0.00 | 0.00 | 182 | 18.48 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | mc | 2553 | $107,776 | 2,363 | 0.00 | 0.00 | 1,703 | 258.03 | 12-31-2023 |
| WISDOMTREE TR | cs | 2554 | $107,188 | 2,147 | 0.00 | 0.00 | 526 | 32.45 | 12-31-2023 |
