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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. ENERGY ETF | Liquidated | $0 | 0 | 0.00 | 8,537 | +Inf | 03-31-2024 | |
| ROLLINS INC | COM | 652 | $375,618 | 8,118 | 0.00 | 0.00 | 476 | 6.23 | 03-31-2024 |
| ALTRIA GROUP INC | COM | 653 | $375,369 | 8,605 | 0.00 | 0.00 | -79 | -0.91 | 03-31-2024 |
| LPL FINL HLDGS INC | COM | 654 | $374,356 | 1,417 | 0.00 | 0.00 | -17 | -1.19 | 03-31-2024 |
