Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SARATOGA INVT CORP | mf | 3501 | $51,720 | 2,000 | 0.00 | 0.00 | 500 | 33.33 | 12-31-2023 |
REATA PHARMACEUTICALS INC | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
UNIVERSAL HLTH SVCS INC | cs | 3503 | $51,700 | 339 | 0.00 | 0.00 | 312 | 1155.56 | 12-31-2023 |
ISHARES INC | cs | 3504 | $51,396 | 1,184 | 0.00 | 0.00 | -157 | -11.71 | 12-31-2023 |