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 |
|---|---|---|---|---|---|---|---|---|---|
| CUMMINS INC | COM | 401 | $892,726 | 3,030 | 0.00 | 0.00 | -217 | -6.68 | 03-31-2024 |
| MOLINA HEALTHCARE INC | COM | 402 | $887,394 | 2,160 | 0.00 | 2,160 | +Inf | 03-31-2024 | |
| PROGRESSIVE CORP | COM | 403 | $879,822 | 4,254 | 0.00 | 0.00 | 880 | 26.08 | 03-31-2024 |
| SHOCKWAVE MED INC | COM | 404 | $872,357 | 2,679 | 0.00 | 0.00 | -160 | -5.64 | 03-31-2024 |
