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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO DB MULTI-SECTOR COMM | ENERGY FD | 851 | $815,809 | 42,512 | 0.00 | 0.00 | -30,460 | -41.74 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 852 | $815,777 | 18,314 | 0.00 | 18,314 | +Inf | 12-31-2023 | |
| SPDR SER TR | RUSSELL YIELD | 853 | $815,209 | 8,094 | 0.00 | 8,094 | +Inf | 12-31-2023 | |
| SOFI TECHNOLOGIES INC | COM | 854 | $813,492 | 81,758 | 0.00 | 0.00 | 48,466 | 145.58 | 12-31-2023 |
