Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALPHA FINANCIAL PARTNERS LLC | 05-13-2024 | 03-31-2024 | 73 | 109,880,387 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INDEXIQ ETF TR | HEDGE MLTI ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BANK AMERICA CORP | COM | 102 | $337,047 | 8,888 | 0.00 | 0.00 | 35 | 0.40 | 03-31-2024 |
| OWENS CORNING NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -153 | -6.40 | 12-31-2023 |
| ABBVIE INC | COM | 104 | $303,889 | 1,669 | 0.00 | 0.00 | 2 | 0.12 | 03-31-2024 |
