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
GLOBAL X FDS US INFR DEV ETF 451 $3,016,363 75,769 0.00 0.00 18,111 31.41 03-31-2024
FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 452 $3,012,460 22,344 0.00 0.00 7,108 46.65 03-31-2024
MARSH & MCLENNAN COS INC COM 453 $2,996,590 14,548 0.00 0.00 2,636 22.13 03-31-2024
WISDOMTREE TR US TOTAL DIVIDND 454 $2,994,856 42,348 0.00 0.00 3,671 9.49 03-31-2024
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