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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON CTLS INTL PLC | SHS | 701 | $348,013 | 5,328 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MADISON SQUARE GRDN SPRT COR | CL A | 702 | $344,133 | 1,865 | 0.00 | 1,865 | +Inf | 03-31-2024 | |
| PACER FDS TR | US CASH COWS 100 | 703 | $342,791 | 5,899 | 0.00 | 0.00 | -26 | -0.44 | 03-31-2024 |
| CARRIER GLOBAL CORPORATION | COM | 704 | $339,317 | 5,837 | 0.00 | 0.00 | -103 | -1.73 | 03-31-2024 |
