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
VANECK ETF TRUST FALLEN ANGEL HG 351 $3,736,166 129,818 0.00 0.00 21,303 19.63 12-31-2023
FIFTH THIRD BANCORP COM 352 $3,713,414 107,666 0.00 0.00 86,716 413.92 12-31-2023
TRAVELERS COMPANIES INC COM 353 $3,712,372 19,489 0.00 0.00 4,936 33.92 12-31-2023
COLGATE PALMOLIVE CO COM 354 $3,691,084 46,306 0.00 0.00 22,522 94.69 12-31-2023
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