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 |
|---|---|---|---|---|---|---|---|---|---|
| COHEN & STEERS INFRASTRUCTUR | mf | 5101 | $16,992 | 800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TIMKEN CO | cs | 5102 | $16,991 | 212 | 0.00 | 0.00 | -3 | -1.40 | 12-31-2023 |
| PIMCO CORPORATE & INCM STRG | mf | 5103 | $16,969 | 1,367 | 0.00 | 0.00 | -1,281 | -48.38 | 12-31-2023 |
| NEWMARKET CORP | cs | 5104 | $16,962 | 31 | 0.00 | 0.00 | 18 | 138.46 | 12-31-2023 |
