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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLSTATE CORP | COM | 401 | $3,224,033 | 23,032 | 0.00 | 0.00 | -3,668 | -13.74 | 12-31-2023 |
| ISHARES TR | CORE MSCI TOTAL | 402 | $3,215,609 | 49,524 | 0.00 | 0.00 | 10,821 | 27.96 | 12-31-2023 |
| INTUITIVE SURGICAL INC | COM NEW | 403 | $3,207,703 | 9,508 | 0.00 | 0.00 | -461 | -4.62 | 12-31-2023 |
| ISHARES TR | 3 7 YR TREAS BD | 404 | $3,177,935 | 27,132 | 0.00 | 0.00 | 24,330 | 868.31 | 12-31-2023 |
