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 |
|---|---|---|---|---|---|---|---|---|---|
| DBX ETF TR | mc | 6401 | $7,996 | 181 | 0.00 | 0.00 | 1 | 0.56 | 12-31-2023 |
| SI-BONE INC | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| OCCIDENTAL PETE CORP | wt | 6403 | $7,942 | 204 | 0.00 | 0.00 | -36 | -15.00 | 12-31-2023 |
| CSW INDUSTRIALS INC | cs | 6404 | $7,882 | 38 | 0.00 | 0.00 | 19 | 100.00 | 12-31-2023 |
