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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | mc | 3251 | $63,684 | 1,625 | 0.00 | 0.00 | -1,535 | -48.58 | 12-31-2023 |
| WK KELLOGG CO | cs | 3252 | $63,471 | 4,830 | 0.00 | 4,830 | +Inf | 12-31-2023 | |
| BLACKROCK RES & COMMODITIES | mf | 3253 | $63,401 | 7,139 | 0.00 | 0.00 | -1,603 | -18.34 | 12-31-2023 |
| SIMPLIFY EXCHANGE TRADED FUN | mc | 3254 | $63,395 | 2,055 | 0.00 | 0.00 | -447 | -17.87 | 12-31-2023 |
