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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NATIONAL MUN ETF | 301 | $924,069 | 8,588 | 0.00 | 0.00 | 3,039 | 54.77 | 03-31-2024 |
| ALCON AG | ORD SHS | 302 | $909,991 | 10,926 | 0.00 | 0.00 | -443 | -3.90 | 03-31-2024 |
| ENTERGY CORP NEW | COM | 303 | $903,116 | 8,546 | 0.00 | 0.00 | 345 | 4.21 | 03-31-2024 |
| PHILLIPS 66 | COM | 304 | $902,109 | 5,523 | 0.00 | 0.00 | 322 | 6.19 | 03-31-2024 |
