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 |
|---|---|---|---|---|---|---|---|---|---|
| CHENIERE ENERGY INC | COM NEW | 701 | $1,376,313 | 8,534 | 0.00 | 0.00 | 346 | 4.23 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 702 | $1,374,624 | 30,362 | 0.00 | 30,362 | +Inf | 03-31-2024 | |
| SPDR SER TR | PORTFOLIO AGRGTE | 703 | $1,371,593 | 54,256 | 0.00 | 0.00 | 37,200 | 218.11 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 704 | $1,370,977 | 40,134 | 0.00 | 0.00 | 3,366 | 9.15 | 03-31-2024 |
