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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | mc | 2701 | $95,849 | 1,020 | 0.00 | 0.00 | -1,250 | -55.07 | 12-31-2023 |
| WISDOMTREE TR | cs | 2702 | $95,740 | 1,165 | 0.00 | 0.00 | -1,046 | -47.31 | 12-31-2023 |
| STERIS PLC | cs | 2703 | $95,636 | 435 | 0.00 | 0.00 | -174 | -28.57 | 12-31-2023 |
| ISHARES TR | mc | 2704 | $95,593 | 3,698 | 0.00 | 3,698 | +Inf | 12-31-2023 |
