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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVARTIS AG | SPONSORED ADR | 601 | $1,815,243 | 18,766 | 0.00 | 0.00 | 6,579 | 53.98 | 03-31-2024 |
| SPDR SER TR | S&P 600 SML CAP | Liquidated | $0 | 0 | 0.00 | 0.04 | -1,631 | -6.88 | 12-31-2023 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 603 | $1,809,096 | 17,688 | 0.00 | 0.00 | 745 | 4.40 | 03-31-2024 |
| BANK NEW YORK MELLON CORP | COM | 604 | $1,805,748 | 31,339 | 0.00 | 0.00 | -146 | -0.46 | 03-31-2024 |
