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 |
|---|---|---|---|---|---|---|---|---|---|
| EAST WEST BANCORP INC | cs | 3001 | $76,426 | 1,062 | 0.00 | 1,062 | +Inf | 12-31-2023 | |
| ISHARES TR | mc | 3002 | $76,383 | 3,075 | 0.00 | 3,075 | +Inf | 12-31-2023 | |
| ISHARES TR | cs | 3003 | $76,208 | 1,298 | 0.00 | 0.00 | -950 | -42.26 | 12-31-2023 |
| TAYLOR MORRISON HOME CORP | cs | 3004 | $75,971 | 1,424 | 0.00 | 0.00 | 810 | 131.92 | 12-31-2023 |
