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 |
|---|---|---|---|---|---|---|---|---|---|
| VAIL RESORTS INC | cs | 4101 | $33,300 | 156 | 0.00 | 0.00 | 7 | 4.70 | 12-31-2023 |
| SPDR INDEX SHS FDS | mc | 4102 | $33,291 | 653 | 0.00 | 0.00 | 7 | 1.08 | 12-31-2023 |
| LLOYDS BANKING GROUP PLC | cs | 4103 | $33,227 | 13,903 | 0.00 | 0.00 | -1,897 | -12.01 | 12-31-2023 |
| TEXTRON INC | cs | 4104 | $33,217 | 413 | 0.00 | 0.00 | 318 | 334.74 | 12-31-2023 |
