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 |
|---|---|---|---|---|---|---|---|---|---|
| LENNAR CORP | CL A | 1101 | $202,766 | 1,179 | 0.00 | 1,179 | +Inf | 03-31-2024 | |
| HASBRO INC | COM | 1102 | $202,733 | 3,587 | 0.00 | 3,587 | +Inf | 03-31-2024 | |
| HERSHEY CO | COM | 1103 | $202,600 | 1,042 | 0.00 | 0.00 | -95 | -8.36 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 1104 | $201,934 | 3,282 | 0.00 | 0.00 | -1,059 | -24.40 | 03-31-2024 |
