Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 05-08-2024 | 03-31-2024 | 1650 | 11,266,408,751 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROCHIP TECHNOLOGY INC. | COM | 401 | $3,648,289 | 40,668 | 0.00 | 0.00 | 2,372 | 6.19 | 03-31-2024 |
| VANECK ETF TRUST | GOLD MINERS ETF | 402 | $3,565,259 | 112,753 | 0.00 | 0.00 | -79,617 | -41.39 | 03-31-2024 |
| FEDEX CORP | COM | 403 | $3,534,198 | 12,198 | 0.00 | 0.00 | -106 | -0.86 | 03-31-2024 |
| ISHARES TR | S&P MC 400VL ETF | 404 | $3,532,408 | 29,862 | 0.00 | 0.00 | 11,935 | 66.58 | 03-31-2024 |
