Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 02-07-2024 | 12-31-2023 | 1570 | 10,074,549,546 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 500 GRWT ETF | 51 | $25,992,925 | 346,111 | 0.00 | 0.00 | 8,979 | 2.66 | 12-31-2023 |
| ISHARES TR | SHORT TREAS BD | 52 | $25,948,723 | 235,619 | 0.00 | 0.00 | 53,784 | 29.58 | 12-31-2023 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 53 | $25,762,442 | 281,896 | 0.00 | 0.00 | 235,353 | 505.67 | 12-31-2023 |
| ISHARES TR | MORNINGSTAR GRWT | 54 | $25,385,423 | 374,306 | 0.00 | 0.00 | 45,722 | 13.91 | 12-31-2023 |
