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 |
|---|---|---|---|---|---|---|---|---|---|
| ENPHASE ENERGY INC | COM | 601 | $445,809 | 3,685 | 0.00 | 0.00 | -12,438 | -77.14 | 03-31-2024 |
| LABORATORY CORP AMER HLDGS | COM NEW | 602 | $443,887 | 2,032 | 0.00 | 0.00 | 375 | 22.63 | 03-31-2024 |
| GARTNER INC | COM | 603 | $441,234 | 926 | 0.00 | 0.00 | -125 | -11.89 | 03-31-2024 |
| VENTAS INC | COM | 604 | $439,503 | 10,094 | 0.00 | 0.00 | -2,392 | -19.16 | 03-31-2024 |
