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 |
|---|---|---|---|---|---|---|---|---|---|
| Global X Internet of Things ETF | ETF | 201 | $223,338 | 6,209 | 0.00 | 6,209 | +Inf | 03-31-2024 | |
| ISHARES 10-20 YEAR TREASURY BOND ETF | ETF | 202 | $223,288 | 2,167 | 0.00 | 0.00 | -1,237 | -36.34 | 03-31-2024 |
| iShares U.S. Aerospace & Defense | ETF | 203 | $218,269 | 1,668 | 0.00 | 0.00 | -43 | -2.51 | 03-31-2024 |
| Honeywell | Stock | 204 | $217,767 | 1,078 | 0.00 | 0.00 | 38 | 3.65 | 03-31-2024 |
