Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLIANCE WEALTH ADVISORS LLC | 04-16-2024 | 03-31-2024 | 135 | 158,621,053 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | Liquidated | $0 | 0 | 0.00 | 8,170 | +Inf | 12-31-2023 | |
| PRUDENTIAL FINL INC | COM | 102 | $369,050 | 3,144 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LOWES COS INC | COM | 103 | $362,608 | 1,423 | 0.00 | 0.00 | -170 | -10.67 | 03-31-2024 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 104 | $348,968 | 2,565 | 0.00 | 0.00 | 54 | 2.15 | 03-31-2024 |
