Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLIANCE WEALTH ADVISORS LLC | 04-16-2024 | 03-31-2024 | 135 | 158,621,053 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 51 | $701,341 | 25,274 | 0.00 | 0.00 | 4,350 | 20.79 | 03-31-2024 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 52 | $686,636 | 17,370 | 0.00 | 0.00 | 896 | 5.44 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | Liquidated | $0 | 0 | 0.00 | 0.00 | -37,995 | -60.08 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 54 | $661,924 | 6,040 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
