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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | 351 | $296,428 | 4,021 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 352 | $291,255 | 4,599 | 0.00 | 0.00 | -492 | -9.66 | 12-31-2023 |
| PACER FDS TR | US CASH COWS 100 | 353 | $288,404 | 5,547 | 0.00 | 5,547 | +Inf | 12-31-2023 | |
| CHUBB LIMITED | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
