Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLIANCE WEALTH ADVISORS LLC | 04-16-2024 | 03-31-2024 | 135 | 158,621,053 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VICTORY PORTFOLIOS II | CORE INTERMEDIAT | 1 | $20,839,858 | 449,329 | 0.01 | 0.01 | 39,973 | 9.76 | 03-31-2024 |
| ISHARES TR | CORE DIV GRWTH | 2 | $18,344,324 | 315,955 | 0.01 | 0.01 | 11,276 | 3.70 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 3 | $7,816,913 | 83,416 | 0.00 | 0.00 | 4,035 | 5.08 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $7,791,487 | 17,548 | 0.00 | 0.01 | -1,272 | -6.76 | 03-31-2024 |
