Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ALLIANCE | 05-10-2024 | 03-31-2024 | 516 | 762,290,984 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BORGWARNER INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -614 | -9.93 | 12-31-2023 |
| PULTE GROUP INC | COM | 1002 | $224,180 | 1,859 | 0.00 | 1,859 | +Inf | 03-31-2024 | |
| ENTEGRIS INC | COM | 1003 | $222,966 | 1,586 | 0.00 | 1,586 | +Inf | 03-31-2024 | |
| EDWARDS LIFESCIENCES CORP | COM | 1004 | $221,890 | 2,322 | 0.00 | 2,322 | +Inf | 03-31-2024 |
