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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US SML CP PWR B | 901 | $732,390 | 26,613 | 0.00 | 0.00 | -40,340 | -60.25 | 12-31-2023 |
| MORNINGSTAR INC | COM | 902 | $730,848 | 2,553 | 0.00 | 0.00 | -1,117 | -30.44 | 12-31-2023 |
| JANUS DETROIT STR TR | HENDERSN CAP ETF | 903 | $730,114 | 12,375 | 0.00 | 0.00 | 5,208 | 72.67 | 12-31-2023 |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 904 | $725,521 | 16,599 | 0.00 | 0.00 | 3,377 | 25.54 | 12-31-2023 |
