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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SMALL CP ETF | 51 | $3,715,736 | 16,255 | 0.00 | 0.00 | -335 | -2.02 | 03-31-2024 |
| ISHARES TR | 7-10 YR TRSY BD | 52 | $3,572,822 | 37,744 | 0.00 | 37,744 | +Inf | 03-31-2024 | |
| VERIZON COMMUNICATIONS INC | COM | 53 | $3,509,174 | 83,631 | 0.00 | 0.00 | -1,683 | -1.97 | 03-31-2024 |
| SALESFORCE INC | COM | 54 | $3,420,402 | 11,357 | 0.00 | 0.00 | -206 | -1.78 | 03-31-2024 |
