Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 05-08-2024 | 03-31-2024 | 1650 | 11,266,408,751 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VISA INC | COM CL A | 51 | $31,076,426 | 111,353 | 0.00 | 0.00 | 2,288 | 2.10 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 52 | $30,083,392 | 183,045 | 0.00 | 0.00 | 5,108 | 2.87 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 53 | $29,789,964 | 165,069 | 0.00 | 0.00 | 106,520 | 181.93 | 03-31-2024 |
| ELI LILLY & CO | COM | 54 | $29,074,835 | 37,373 | 0.00 | 0.00 | -1 | -0.00 | 03-31-2024 |
