Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | mc | 4651 | $22,719 | 369 | 0.00 | 0.00 | -50 | -11.93 | 12-31-2023 |
STERLING INFRASTRUCTURE INC | cs | 4652 | $22,686 | 258 | 0.00 | 258 | +Inf | 12-31-2023 | |
INVESCO EXCH TRADED FD TR II | mc | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VANGUARD ADMIRAL FDS INC | mc | 4654 | $22,667 | 260 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |