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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPS ETF TR | cs | 4301 | $28,984 | 750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ALCON AG | cs | 4302 | $28,826 | 369 | 0.00 | 0.00 | -327 | -46.98 | 12-31-2023 |
| TOYOTA MOTOR CORP | cs | 4303 | $28,750 | 157 | 0.00 | 0.00 | 111 | 241.30 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | mc | 4304 | $28,704 | 966 | 0.00 | 0.00 | -279 | -22.41 | 12-31-2023 |
