Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LAZARD LTD | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NET LEASE OFFICE PROPERTIES | cs | 8052 | $2,311 | 125 | 0.00 | 125 | +Inf | 12-31-2023 | |
| ATARA BIOTHERAPEUTICS INC | cs | 8053 | $2,308 | 4,500 | 0.00 | 0.00 | 1,100 | 32.35 | 12-31-2023 |
| FIRST TR EXCH TRD ALPHDX FD | mc | 8054 | $2,306 | 60 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
