Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 02-07-2024 | 12-31-2023 | 1570 | 10,074,549,546 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | INFLATION HEDG | 651 | $1,392,852 | 53,081 | 0.00 | 0.00 | 39,702 | 296.75 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | DWA EMERG MKTS | Liquidated | $0 | 0 | 0.00 | 0.01 | 67,215 | 608.67 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 653 | $1,388,495 | 21,408 | 0.00 | 0.00 | -40,161 | -65.23 | 12-31-2023 |
| THE TRADE DESK INC | COM CL A | 654 | $1,388,468 | 19,295 | 0.00 | 0.00 | 9,000 | 87.42 | 12-31-2023 |
