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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | cs | 2751 | $92,919 | 801 | 0.00 | 0.00 | -295 | -26.92 | 12-31-2023 |
| ICICI BANK LIMITED | cs | 2752 | $92,713 | 3,889 | 0.00 | 0.00 | -330 | -7.82 | 12-31-2023 |
| SAMSARA INC | cs | 2753 | $92,663 | 2,776 | 0.00 | 0.00 | 859 | 44.81 | 12-31-2023 |
| VANECK ETF TRUST | mc | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,150 | -17.29 | 12-31-2023 |
