Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVANTAX ADVISORY SERVICES INC | 05-08-2024 | 03-31-2024 | 1650 | 11,266,408,751 |
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 |