Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 05-08-2024 | 03-31-2024 | 1650 | 11,266,408,751 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 301 | $5,404,463 | 136,718 | 0.00 | 0.00 | -3,070 | -2.20 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 302 | $5,393,111 | 42,646 | 0.00 | 0.00 | 7,468 | 21.23 | 03-31-2024 |
| ISHARES TR | RUS 1000 ETF | 303 | $5,329,190 | 18,502 | 0.00 | 0.00 | -4,241 | -18.65 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI INT-INDS | Liquidated | $0 | 0 | 0.00 | 0.11 | -3,255 | -5.70 | 12-31-2023 |
