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 |
|---|---|---|---|---|---|---|---|---|---|
| ARK ETF TR | FINTECH INNOVA | 951 | $656,625 | 23,808 | 0.00 | 0.00 | -340 | -1.41 | 12-31-2023 |
| SPDR SER TR | PORTFLI INTRMDIT | 952 | $655,027 | 22,935 | 0.00 | 0.00 | -380 | -1.63 | 12-31-2023 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 953 | $654,339 | 13,009 | 0.00 | 13,009 | +Inf | 12-31-2023 | |
| ECOLAB INC | COM | 954 | $652,696 | 3,291 | 0.00 | 0.00 | 602 | 22.39 | 12-31-2023 |
