Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE | 10-23-2023 | 09-30-2023 | 750 | 2,210,953,488 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ALERIAN ML ETN | 751 | $261,721 | 10,596 | 0.00 | 10,596 | +Inf | 09-30-2023 | |
| UNITED AIRLS HLDGS INC | COM | 752 | $261,248 | 6,176 | 0.00 | 0.00 | 1,378 | 28.72 | 09-30-2023 |
| HOLOGIC INC | COM | 753 | $260,597 | 3,755 | 0.00 | 0.00 | -67 | -1.75 | 09-30-2023 |
| CONSOL ENERGY INC NEW | COM | 754 | $259,340 | 2,472 | 0.00 | 2,472 | +Inf | 09-30-2023 |
