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 |
|---|---|---|---|---|---|---|---|---|---|
| TOTALENERGIES SE | cs | 2951 | $79,509 | 1,180 | 0.00 | 0.00 | -515 | -30.38 | 12-31-2023 |
| DEXCOM INC | cs | 2952 | $79,468 | 640 | 0.00 | 0.00 | -543 | -45.90 | 12-31-2023 |
| NUVEEN SELECT MAT MUN FD | mf | 2953 | $79,202 | 8,980 | 0.00 | 0.00 | 346 | 4.01 | 12-31-2023 |
| INDEXIQ ACTIVE ETF TR | mc | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
