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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ELEC PWR CO INC | COM | 251 | $1,139,807 | 13,238 | 0.00 | 0.00 | 854 | 6.90 | 03-31-2024 |
| REALTY INCOME CORP | COM | 252 | $1,137,254 | 21,021 | 0.00 | 0.00 | -932 | -4.25 | 03-31-2024 |
| DOMINION ENERGY INC | COM | 253 | $1,125,919 | 22,889 | 0.00 | 0.00 | 3,006 | 15.12 | 03-31-2024 |
| GRAINGER W W INC | COM | 254 | $1,117,550 | 1,099 | 0.00 | 0.00 | -76 | -6.47 | 03-31-2024 |
