Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 02-07-2024 | 12-31-2023 | 1570 | 10,074,549,546 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FREEPORT-MCMORAN INC | CL B | 551 | $1,898,399 | 44,595 | 0.00 | 0.00 | 1,061 | 2.44 | 12-31-2023 |
| ISHARES INC | CUR HD MSCI EM | 552 | $1,893,179 | 77,021 | 0.00 | 0.00 | 23,839 | 44.83 | 12-31-2023 |
| SYNOPSYS INC | COM | 553 | $1,874,502 | 3,640 | 0.00 | 0.00 | 1,666 | 84.40 | 12-31-2023 |
| ARES CAPITAL CORP | COM | 554 | $1,866,659 | 93,193 | 0.00 | 0.00 | 21,973 | 30.85 | 12-31-2023 |
