Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEALTH ALLIANCE ADVISORY GROUP LLC | 04-15-2024 | 03-31-2024 | 188 | 430,876,049 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD MUN BD FDS | TAX EXEMPT BD | 51 | $1,681,286 | 33,227 | 0.00 | 0.00 | 24,345 | 274.09 | 03-31-2024 |
VERIZON COMMUNICATIONS INC | COM | 52 | $1,650,333 | 39,331 | 0.00 | 0.00 | 2,041 | 5.47 | 03-31-2024 |
CISCO SYS INC | COM | 53 | $1,606,028 | 32,178 | 0.00 | 0.00 | 3,367 | 11.69 | 03-31-2024 |
PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 54 | $1,522,957 | 86,729 | 0.00 | 0.00 | 3,039 | 3.63 | 03-31-2024 |