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 |
|---|---|---|---|---|---|---|---|---|---|
| TEXTRON INC | COM | 601 | $406,342 | 4,236 | 0.00 | 0.00 | 1,359 | 47.24 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 602 | $405,829 | 8,089 | 0.00 | 0.00 | 18 | 0.22 | 03-31-2024 |
| NEWMONT CORP | COM | 603 | $404,459 | 11,285 | 0.00 | 0.00 | 4,966 | 78.59 | 03-31-2024 |
| PACKAGING CORP AMER | COM | 604 | $402,558 | 2,121 | 0.00 | 0.00 | -35 | -1.62 | 03-31-2024 |
