Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIDUCIARY ALLIANCE LLC | 04-17-2024 | 03-31-2024 | 196 | 566,639,827 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft | Stock | 1 | $32,584,485 | 76,747 | 0.01 | 0.01 | -1,617 | -2.06 | 03-31-2024 |
| Apple | Stock | 2 | $25,206,891 | 148,250 | 0.00 | 0.01 | -5,104 | -3.33 | 03-31-2024 |
| SPDR S&P 500 ETF TRUST | ETF | 3 | $24,921,987 | 47,729 | 0.00 | 0.00 | 2,649 | 5.88 | 03-31-2024 |
| JPMorgan Chase | Stock | 4 | $19,856,245 | 99,810 | 0.00 | 0.00 | -4,171 | -4.01 | 03-31-2024 |
