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 |
|---|---|---|---|---|---|---|---|---|---|
| DELUXE CORP | COM | 351 | $1,116,316 | 54,216 | 0.00 | 54,216 | +Inf | 03-31-2024 | |
| SPDR SER TR | PRTFLO S&P500 VL | 352 | $1,116,178 | 22,279 | 0.00 | 22,279 | +Inf | 03-31-2024 | |
| ISHARES SILVER TR | ISHARES | 353 | $1,109,047 | 48,749 | 0.00 | 0.00 | -7,316 | -13.05 | 03-31-2024 |
| HUBSPOT INC | COM | 354 | $1,079,409 | 1,723 | 0.00 | 0.00 | -29 | -1.66 | 03-31-2024 |
