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 |
|---|---|---|---|---|---|---|---|---|---|
| DOLLAR TREE INC | COM | 501 | $620,981 | 4,664 | 0.00 | 0.00 | -6,785 | -59.26 | 03-31-2024 |
| LEGGETT & PLATT INC | COM | 502 | $620,377 | 32,395 | 0.00 | 0.00 | -2,551 | -7.30 | 03-31-2024 |
| DOLLAR GEN CORP NEW | COM | 503 | $619,795 | 3,972 | 0.00 | 0.00 | -1,224 | -23.56 | 03-31-2024 |
| COPART INC | COM | 504 | $612,913 | 10,582 | 0.00 | 0.00 | -535 | -4.81 | 03-31-2024 |
