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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | cs | 4701 | $21,955 | 1,009 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BROOKFIELD REAL ASSETS INCOM | mf | 4702 | $21,931 | 1,712 | 0.00 | 0.00 | -1,150 | -40.18 | 12-31-2023 |
| TORONTO DOMINION BK ONT | cs | 4703 | $21,906 | 339 | 0.00 | 0.00 | -667 | -66.30 | 12-31-2023 |
| WABTEC | cs | 4704 | $21,877 | 172 | 0.00 | 0.00 | -26 | -13.13 | 12-31-2023 |
