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 |
|---|---|---|---|---|---|---|---|---|---|
| AUTOMATIC DATA PROCESSING IN | COM | 351 | $756,921 | 3,031 | 0.00 | 0.00 | -4 | -0.13 | 03-31-2024 |
| BANK AMERICA CORP | COM | 352 | $756,093 | 19,939 | 0.00 | 0.00 | -1,034 | -4.93 | 03-31-2024 |
| EQUINIX INC | COM | 353 | $754,758 | 914 | 0.00 | 0.00 | 61 | 7.15 | 03-31-2024 |
| FIDELITY NATL INFORMATION SV | COM | 354 | $754,500 | 10,171 | 0.00 | 0.00 | -4,120 | -28.83 | 03-31-2024 |
