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 |
|---|---|---|---|---|---|---|---|---|---|
| DIAGEO PLC | SPON ADR NEW | 751 | $1,189,042 | 7,994 | 0.00 | 0.00 | 355 | 4.65 | 03-31-2024 |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 752 | $1,187,693 | 58,392 | 0.00 | 0.00 | -4,282 | -6.83 | 03-31-2024 |
| THE TRADE DESK INC | COM CL A | 753 | $1,187,164 | 13,580 | 0.00 | 0.00 | -5,715 | -29.62 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ BUYWRITE | 754 | $1,174,007 | 57,157 | 0.00 | 0.00 | 43,875 | 330.33 | 03-31-2024 |
