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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | mc | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NICE LTD | cs | 4902 | $19,353 | 97 | 0.00 | 0.00 | 7 | 7.78 | 12-31-2023 |
| SCHWAB STRATEGIC TR | mc | 4903 | $19,324 | 430 | 0.00 | 0.00 | 265 | 160.61 | 12-31-2023 |
| BRP INC | cs | 4904 | $19,285 | 269 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
