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 |
|---|---|---|---|---|---|---|---|---|---|
| E L F BEAUTY INC | COM | 551 | $532,616 | 2,717 | 0.00 | 2,717 | +Inf | 03-31-2024 | |
| MGE ENERGY INC | COM | 552 | $528,448 | 6,713 | 0.00 | 0.00 | -826 | -10.96 | 03-31-2024 |
| WP CAREY INC | COM | 553 | $524,780 | 9,298 | 0.00 | 0.00 | -5,933 | -38.95 | 03-31-2024 |
| SPDR SER TR | PORT MTG BK ETF | 554 | $524,712 | 24,158 | 0.00 | 24,158 | +Inf | 03-31-2024 |
