Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE | 05-08-2024 | 03-31-2024 | 821 | 2,770,424,860 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OREILLY AUTOMOTIVE INC | COM | 251 | $1,785,886 | 1,582 | 0.00 | 0.00 | -19 | -1.19 | 03-31-2024 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 252 | $1,784,676 | 9,301 | 0.00 | 0.00 | 140 | 1.53 | 03-31-2024 |
| FIRST CTZNS BANCSHARES INC N | CL A | 253 | $1,777,245 | 1,087 | 0.00 | 0.00 | -130 | -10.68 | 03-31-2024 |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 254 | $1,770,578 | 11,928 | 0.00 | 0.00 | -65 | -0.54 | 03-31-2024 |
