Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ALLIANCE ADVISORY GROUP LLC | 04-15-2024 | 03-31-2024 | 188 | 430,876,049 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $45,258,807 | 86,088 | 0.01 | 0.01 | 1,956 | 2.32 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $25,833,873 | 158,626 | 0.01 | 0.01 | 5,622 | 3.67 | 03-31-2024 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 3 | $24,187,590 | 533,825 | 0.01 | 0.01 | 41,146 | 8.35 | 03-31-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 4 | $22,117,905 | 39,752 | 0.01 | 0.01 | 1,608 | 4.22 | 03-31-2024 |
