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 |
|---|---|---|---|---|---|---|---|---|---|
| CONSOLIDATED EDISON INC | COM | 401 | $675,181 | 7,435 | 0.00 | 0.00 | 3 | 0.04 | 03-31-2024 |
| CROWN CASTLE INC | COM | 402 | $675,145 | 6,380 | 0.00 | 0.00 | -2,501 | -28.16 | 03-31-2024 |
| SOUTHERN COPPER CORP | COM | 403 | $671,635 | 6,305 | 0.00 | 0.00 | -91 | -1.42 | 03-31-2024 |
| DOVER CORP | COM | 404 | $664,976 | 3,753 | 0.00 | 0.00 | -131 | -3.37 | 03-31-2024 |
