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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 801 | $1,017,248 | 33,661 | 0.00 | 0.00 | 3,201 | 10.51 | 03-31-2024 |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 802 | $1,016,564 | 11,396 | 0.00 | 0.00 | 906 | 8.64 | 03-31-2024 |
| DIAMONDBACK ENERGY INC | COM | 803 | $1,014,219 | 5,118 | 0.00 | 0.00 | 114 | 2.28 | 03-31-2024 |
| SPDR SER TR | SSGA US SMAL ETF | 804 | $1,012,135 | 9,034 | 0.00 | 0.00 | -253 | -2.72 | 03-31-2024 |
