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 |
|---|---|---|---|---|---|---|---|---|---|
| AVANGRID INC | COM | 801 | $269,765 | 7,403 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN WTR WKS CO INC NEW | COM | 802 | $268,816 | 2,200 | 0.00 | 0.00 | -1,008 | -31.42 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 803 | $268,772 | 4,537 | 0.00 | 4,537 | +Inf | 03-31-2024 | |
| ISHARES INC | CORE MSCI EMKT | 804 | $265,978 | 5,155 | 0.00 | 0.00 | 100 | 1.98 | 03-31-2024 |
