Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
DNP SELECT INCOME FD INC | mf | 5001 | $18,088 | 2,133 | 0.00 | 0.00 | -47,461 | -95.70 | 12-31-2023 |
ISHARES INC | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | -67 | -13.54 | 12-31-2023 |
ISHARES TR | cs | 5003 | $18,057 | 347 | 0.00 | 0.00 | -144 | -29.33 | 12-31-2023 |
CHIMERA INVT CORP | cs | 5004 | $18,049 | 3,617 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |