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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP | COM | 801 | $290,065 | 1,027 | 0.00 | 1,027 | +Inf | 03-31-2024 | |
| APTIV PLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -378 | -10.47 | 03-31-2024 |
| REINSURANCE GRP OF AMERICA I | COM NEW | 803 | $286,677 | 1,486 | 0.00 | 1,486 | +Inf | 03-31-2024 | |
| ISHARES TR | MSCI USA MIN VOL | 804 | $284,649 | 3,406 | 0.00 | 0.00 | -23,887 | -87.52 | 03-31-2024 |
