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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL PAPER CO | COM | 751 | $302,666 | 7,757 | 0.00 | 7,757 | +Inf | 03-31-2024 | |
| ISHARES TR | RUS 1000 GRW ETF | 752 | $302,334 | 897 | 0.00 | 0.00 | -12 | -1.32 | 03-31-2024 |
| ITT INC | COM | 753 | $301,851 | 2,219 | 0.00 | 0.00 | -41 | -1.81 | 03-31-2024 |
| ARCH CAP GROUP LTD | ORD | 754 | $298,860 | 3,233 | 0.00 | 0.00 | -126 | -3.75 | 03-31-2024 |
