Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 02-07-2024 | 12-31-2023 | 1570 | 10,074,549,546 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. MED DVC ETF | 301 | $4,779,553 | 88,559 | 0.00 | 0.00 | -55,018 | -38.32 | 12-31-2023 |
| WISDOMTREE TR | US LARGECAP FUND | 302 | $4,774,328 | 95,267 | 0.00 | 0.00 | -9,713 | -9.25 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | 303 | $4,684,379 | 163,847 | 0.00 | 0.00 | 50,049 | 43.98 | 12-31-2023 |
| US BANCORP DEL | COM NEW | 304 | $4,672,489 | 107,960 | 0.00 | 0.00 | 55,881 | 107.30 | 12-31-2023 |
