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 |
|---|---|---|---|---|---|---|---|---|---|
| TJX COS INC NEW | COM | 201 | $1,365,611 | 13,465 | 0.00 | 0.00 | -1,204 | -8.21 | 03-31-2024 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 202 | $1,355,898 | 27,565 | 0.00 | 0.00 | 1,667 | 6.44 | 03-31-2024 |
| ISHARES TR | GLOBAL REIT ETF | 203 | $1,323,328 | 55,884 | 0.00 | 0.00 | 42,532 | 318.54 | 03-31-2024 |
| SOUTHERN CO | COM | 204 | $1,320,877 | 18,412 | 0.00 | 0.00 | 460 | 2.56 | 03-31-2024 |
