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 |
|---|---|---|---|---|---|---|---|---|---|
| ENBRIDGE INC | COM | 101 | $647,948 | 17,909 | 0.00 | 0.00 | -450 | -2.45 | 03-31-2024 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 102 | $645,645 | 10,026 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EATON VANCE TAX-MANAGED BUY- | COM | 103 | $611,214 | 47,271 | 0.00 | 0.00 | -231 | -0.49 | 03-31-2024 |
| KRAFT HEINZ CO | COM | 104 | $602,946 | 16,340 | 0.00 | 0.00 | -55 | -0.34 | 03-31-2024 |
