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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 451 | $572,007 | 1,288 | 0.00 | 0.00 | 2 | 0.16 | 03-31-2024 |
| CRH PLC | ORD | 452 | $562,986 | 6,527 | 0.00 | 0.00 | 1,074 | 19.70 | 03-31-2024 |
| REGENERON PHARMACEUTICALS | COM | 453 | $562,094 | 584 | 0.00 | 0.00 | -29 | -4.73 | 03-31-2024 |
| UNILEVER PLC | SPON ADR NEW | 454 | $561,627 | 11,190 | 0.00 | 0.00 | -2,599 | -18.85 | 03-31-2024 |
