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 |
|---|---|---|---|---|---|---|---|---|---|
| CITIGROUP INC | COM NEW | 501 | $2,222,647 | 43,209 | 0.00 | 0.00 | -7,753 | -15.21 | 12-31-2023 |
| ISHARES TR | MSCI USA MMENTM | 502 | $2,218,830 | 14,143 | 0.00 | 0.00 | -9,961 | -41.33 | 12-31-2023 |
| SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | Liquidated | $0 | 0 | 0.00 | 97,745 | +Inf | 12-31-2023 | |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 504 | $2,178,361 | 42,372 | 0.00 | 0.00 | 21,392 | 101.96 | 12-31-2023 |
