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 |
|---|---|---|---|---|---|---|---|---|---|
| OTTER TAIL CORP | COM | 201 | $240,106 | 2,779 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 202 | $239,471 | 2,970 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PIMCO MUN INCOME FD III | COM | 203 | $236,933 | 31,718 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEUBERGER BERMAN MUN FD INC | COM | 204 | $235,648 | 22,507 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
