Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE | 10-23-2023 | 09-30-2023 | 750 | 2,210,953,488 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HALLIBURTON CO | COM | 301 | $1,263,597 | 31,199 | 0.00 | 0.00 | -2,871 | -8.43 | 09-30-2023 |
| SOUTHWEST AIRLS CO | COM | 302 | $1,244,919 | 45,989 | 0.00 | 0.00 | -26,941 | -36.94 | 09-30-2023 |
| SHELL PLC | SPON ADS | 303 | $1,239,318 | 19,250 | 0.00 | 0.00 | 87 | 0.45 | 09-30-2023 |
| DOLLAR TREE INC | COM | 304 | $1,218,723 | 11,449 | 0.00 | 0.00 | -2,116 | -15.60 | 09-30-2023 |
