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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 151 | $1,738,634 | 50,366 | 0.00 | 0.00 | 550 | 1.10 | 03-31-2024 |
| BELPOINTE PREP LLC | UNIT RP LTD LB A | 152 | $1,733,782 | 28,474 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TOTALENERGIES SE | SPONSORED ADS | 153 | $1,730,730 | 25,145 | 0.00 | 0.00 | -3,543 | -12.35 | 03-31-2024 |
| ISHARES TR | SHORT TREAS BD | 154 | $1,723,045 | 15,588 | 0.00 | 0.00 | -45,270 | -74.39 | 03-31-2024 |
