Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ALLIANCE | 01-30-2024 | 12-31-2023 | 510 | 713,182,457 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $74,453,934 | 386,713 | 0.01 | 0.01 | -7,276 | -1.85 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $66,690,654 | 139,628 | 0.01 | 0.01 | 10,548 | 8.17 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $16,642,115 | 44,256 | 0.00 | 0.00 | 422 | 0.96 | 12-31-2023 |
| ISHARES TR | CORE TOTAL USD | 4 | $14,927,871 | 324,026 | 0.00 | 0.00 | 1,731 | 0.54 | 12-31-2023 |
