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 |
|---|---|---|---|---|---|---|---|---|---|
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | 751 | $1,021,502 | 25,297 | 0.00 | 0.00 | -29,564 | -53.89 | 12-31-2023 |
| INNOVATOR ETFS TR | US SML CP PWR B | 752 | $1,012,289 | 37,378 | 0.00 | 0.00 | -40,125 | -51.77 | 12-31-2023 |
| INNOVATOR ETFS TR | US SML CP PWR ET | 753 | $1,009,868 | 34,617 | 0.00 | 0.00 | -37,136 | -51.76 | 12-31-2023 |
| WILLIAMS COS INC | COM | 754 | $1,006,283 | 28,891 | 0.00 | 0.00 | 11,808 | 69.12 | 12-31-2023 |
