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 |
|---|---|---|---|---|---|---|---|---|---|
| CEMEX SAB DE CV | cs | 4751 | $20,979 | 2,707 | 0.00 | 0.00 | 900 | 49.81 | 12-31-2023 |
| PREFERRED BK LOS ANGELES CA | cs | 4752 | $20,975 | 287 | 0.00 | 0.00 | 161 | 127.78 | 12-31-2023 |
| KARAT PACKAGING INC | cs | 4753 | $20,974 | 844 | 0.00 | 844 | +Inf | 12-31-2023 | |
| ASE TECHNOLOGY HLDG CO LTD | cs | 4754 | $20,974 | 2,229 | 0.00 | 0.00 | -249 | -10.05 | 12-31-2023 |
