Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX PLANNING PARTNERS INC | 02-09-2024 | 12-31-2023 | 372 | 2,624,534,824 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 451 | $212,100 | 14,000 | 0.00 | 14,000 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | Liquidated | $0 | 0 | 0.00 | 1,417 | +Inf | 12-31-2023 | |
| SELECT SECTOR SPDR TR | INDL | 453 | $207,462 | 1,820 | 0.00 | 1,820 | +Inf | 12-31-2023 | |
| DELTA AIR LINES INC DEL | COM NEW | 454 | $207,073 | 5,147 | 0.00 | 0.00 | -64 | -1.23 | 12-31-2023 |
