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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG HIGH Y | 801 | $892,170 | 9,418 | 0.00 | 0.00 | -4,231 | -31.00 | 12-31-2023 |
| ROCKWELL AUTOMATION INC | COM | 802 | $889,545 | 2,865 | 0.00 | 0.00 | 450 | 18.63 | 12-31-2023 |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 803 | $887,853 | 10,490 | 0.00 | 0.00 | 339 | 3.34 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 HY | Liquidated | $0 | 0 | 0.00 | 38,024 | +Inf | 12-31-2023 |
