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 |
|---|---|---|---|---|---|---|---|---|---|
| WESTLAKE CORPORATION | cs | 5301 | $14,977 | 107 | 0.00 | 0.00 | -23 | -17.69 | 12-31-2023 |
| KITE RLTY GROUP TR | cs | 5302 | $14,973 | 655 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | cs | 5303 | $14,956 | 515 | 0.00 | 0.00 | -22,545 | -97.77 | 12-31-2023 |
| ENERSYS | cs | 5304 | $14,942 | 148 | 0.00 | 0.00 | 47 | 46.53 | 12-31-2023 |
