Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | cs | 501 | $1,567,383 | 30,548 | 0.00 | 0.00 | -1,218 | -3.83 | 12-31-2023 |
| UBER TECHNOLOGIES INC | cs | 502 | $1,558,532 | 25,314 | 0.00 | 0.00 | -2,132 | -7.77 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | mc | 503 | $1,552,141 | 30,042 | 0.00 | 0.00 | -22,594 | -42.92 | 12-31-2023 |
| SCHWAB STRATEGIC TR | mc | 504 | $1,528,622 | 29,284 | 0.00 | 0.00 | 27,038 | 1203.83 | 12-31-2023 |
