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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR HIGH YIELD OPPRT 20 | mf | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NUVEEN MUN VALUE FD INC | mf | 6002 | $9,902 | 1,151 | 0.00 | 0.00 | -4,946 | -81.12 | 12-31-2023 |
| VANECK MERK GOLD TR | mc | 6003 | $9,880 | 495 | 0.00 | 0.00 | -775 | -61.02 | 12-31-2023 |
| HEICO CORP NEW | cs | 6004 | $9,838 | 55 | 0.00 | 0.00 | 1 | 1.85 | 12-31-2023 |
