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 |
|---|---|---|---|---|---|---|---|---|---|
| THE NECESSITY RETAIL REIT IN | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,060 | -32.01 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | mc | 3602 | $48,693 | 999 | 0.00 | 0.00 | -113 | -10.16 | 12-31-2023 |
| INNOVATOR ETFS TR | mc | 3603 | $48,618 | 1,362 | 0.00 | 0.00 | -472 | -25.74 | 12-31-2023 |
| SCHWAB STRATEGIC TR | mc | 3604 | $48,566 | 1,393 | 0.00 | 0.00 | 15 | 1.09 | 12-31-2023 |
