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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK NOVA SCOTIA HALIFAX | COM | 701 | $1,186,464 | 24,368 | 0.00 | 0.00 | -3,438 | -12.36 | 12-31-2023 |
| ISHARES TR | MSCI USA ESG SLC | 702 | $1,181,377 | 11,754 | 0.00 | 0.00 | 539 | 4.81 | 12-31-2023 |
| CDW CORP | COM | 703 | $1,179,714 | 5,190 | 0.00 | 0.00 | 1,491 | 40.31 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | DIVID ACHIEVEV | 704 | $1,165,753 | 29,224 | 0.00 | 0.00 | -29,202 | -49.98 | 12-31-2023 |
