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 |
|---|---|---|---|---|---|---|---|---|---|
| HARTFORD FINL SVCS GROUP INC | COM | 751 | $315,047 | 3,057 | 0.00 | 3,057 | +Inf | 03-31-2024 | |
| ISHARES TR | NEW YORK MUN ETF | 752 | $314,789 | 5,850 | 0.00 | 0.00 | 223 | 3.96 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 753 | $313,594 | 7,063 | 0.00 | 0.00 | 72 | 1.03 | 03-31-2024 |
| ISHARES TR | RUS 2000 GRW ETF | 754 | $311,855 | 1,152 | 0.00 | 1,152 | +Inf | 03-31-2024 |
