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 |
|---|---|---|---|---|---|---|---|---|---|
| AVALONBAY CMNTYS INC | cs | 5751 | $11,587 | 62 | 0.00 | 0.00 | -1 | -1.59 | 12-31-2023 |
| REINSURANCE GRP OF AMERICA I | cs | 5752 | $11,531 | 71 | 0.00 | 0.00 | 1 | 1.43 | 12-31-2023 |
| NUVEEN AMT FREE MUN CR INC F | mf | 5753 | $11,512 | 974 | 0.00 | 0.00 | -15,492 | -94.08 | 12-31-2023 |
| JOBY AVIATION INC | cs | 5754 | $11,511 | 1,731 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
