Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 05-08-2024 | 03-31-2024 | 1650 | 11,266,408,751 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 551 | $2,194,842 | 38,520 | 0.00 | 0.00 | 8,893 | 30.02 | 03-31-2024 |
| COTERRA ENERGY INC | COM | 552 | $2,193,643 | 78,682 | 0.00 | 0.00 | 6,105 | 8.41 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 553 | $2,191,821 | 113,625 | 0.00 | 0.00 | 25,226 | 28.54 | 03-31-2024 |
| ISHARES TR | RUSEL 2500 ETF | 554 | $2,191,227 | 33,398 | 0.00 | 0.00 | -6,704 | -16.72 | 03-31-2024 |
