Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX PLANNING PARTNERS INC | 02-09-2024 | 12-31-2023 | 372 | 2,624,534,824 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | UTILITIES ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GARMIN LTD | SHS | 302 | $391,672 | 3,047 | 0.00 | 0.00 | -87 | -2.78 | 12-31-2023 |
| MORGAN STANLEY | COM NEW | 303 | $388,200 | 4,163 | 0.00 | 0.00 | 214 | 5.42 | 12-31-2023 |
| GENERAL DYNAMICS CORP | COM | 304 | $386,129 | 1,487 | 0.00 | 0.00 | 79 | 5.61 | 12-31-2023 |
