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 |
|---|---|---|---|---|---|---|---|---|---|
| ELECTRONIC ARTS INC | COM | 451 | $720,969 | 5,434 | 0.00 | 0.00 | 2,226 | 69.39 | 03-31-2024 |
| CHURCHILL DOWNS INC | COM | 452 | $718,369 | 5,805 | 0.00 | 0.00 | 2,130 | 57.96 | 03-31-2024 |
| SMITH A O CORP | COM | 453 | $716,566 | 8,010 | 0.00 | 0.00 | -4,790 | -37.42 | 03-31-2024 |
| CHEMED CORP NEW | COM | 454 | $716,394 | 1,116 | 0.00 | 0.00 | -31 | -2.70 | 03-31-2024 |
