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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBALFOUNDRIES INC | cs | 4051 | $34,468 | 570 | 0.00 | 0.00 | 308 | 117.56 | 12-31-2023 |
| VALLEY NATL BANCORP | cs | 4052 | $34,395 | 3,167 | 0.00 | 0.00 | 39 | 1.25 | 12-31-2023 |
| KRANESHARES TR | mc | 4053 | $34,303 | 940 | 0.00 | 0.00 | -14,826 | -94.04 | 12-31-2023 |
| VOYA FINANCIAL INC | cs | 4054 | $34,218 | 469 | 0.00 | 0.00 | -100 | -17.57 | 12-31-2023 |
