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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | FIDELITY FUND LR | 501 | $2,594,542 | 118,689 | 0.00 | 118,689 | +Inf | 03-31-2024 | |
| CITIGROUP INC | COM NEW | 502 | $2,584,091 | 40,862 | 0.00 | 0.00 | -2,347 | -5.43 | 03-31-2024 |
| ARES CAPITAL CORP | COM | 503 | $2,581,767 | 124,004 | 0.00 | 0.00 | 30,811 | 33.06 | 03-31-2024 |
| FREEPORT-MCMORAN INC | CL B | 504 | $2,573,425 | 54,730 | 0.00 | 0.00 | 10,135 | 22.73 | 03-31-2024 |
