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 |
|---|---|---|---|---|---|---|---|---|---|
| KINDER MORGAN INC DEL | COM | 301 | $1,407,902 | 76,767 | 0.00 | 0.00 | 19,579 | 34.24 | 03-31-2024 |
| COTERRA ENERGY INC | COM | 302 | $1,395,727 | 50,062 | 0.00 | 0.00 | -4,144 | -7.64 | 03-31-2024 |
| KROGER CO | COM | 303 | $1,379,891 | 24,153 | 0.00 | 0.00 | 8,601 | 55.30 | 03-31-2024 |
| TRANE TECHNOLOGIES PLC | SHS | 304 | $1,368,377 | 4,558 | 0.00 | 0.00 | 7 | 0.15 | 03-31-2024 |
