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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | mc | 4501 | $24,979 | 307 | 0.00 | 0.00 | 91 | 42.13 | 12-31-2023 |
| CHARGEPOINT HOLDINGS INC | cs | 4502 | $24,946 | 10,661 | 0.00 | 0.00 | -3,932 | -26.94 | 12-31-2023 |
| PAGSEGURO DIGITAL LTD | cs | 4503 | $24,940 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| C H ROBINSON WORLDWIDE INC | cs | 4504 | $24,882 | 288 | 0.00 | 0.00 | -299 | -50.94 | 12-31-2023 |
