Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX PLANNING PARTNERS INC | 02-09-2024 | 12-31-2023 | 372 | 2,624,534,824 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | 51 | $6,547,559 | 111,107 | 0.00 | 0.00 | 160 | 0.14 | 12-31-2023 |
| MERCK & CO INC | COM | 52 | $6,336,990 | 58,127 | 0.00 | 0.00 | -3,186 | -5.20 | 12-31-2023 |
| HOME DEPOT INC | COM | 53 | $6,258,105 | 18,058 | 0.00 | 0.00 | 3,469 | 23.78 | 12-31-2023 |
| THERMO FISHER SCIENTIFIC INC | COM | 54 | $6,141,564 | 11,571 | 0.00 | 0.00 | -789 | -6.38 | 12-31-2023 |
