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 |
|---|---|---|---|---|---|---|---|---|---|
| MOTOROLA SOLUTIONS INC | COM NEW | 951 | $751,987 | 2,118 | 0.00 | 0.00 | -123 | -5.49 | 03-31-2024 |
| RPM INTL INC | COM | 952 | $751,979 | 6,322 | 0.00 | 0.00 | 2 | 0.03 | 03-31-2024 |
| SPDR INDEX SHS FDS | S&P GBLINF ETF | 953 | $751,656 | 13,881 | 0.00 | 0.00 | -775 | -5.29 | 03-31-2024 |
| KEYCORP | COM | 954 | $751,125 | 47,509 | 0.00 | 0.00 | -5,962 | -11.15 | 03-31-2024 |
