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 |
|---|---|---|---|---|---|---|---|---|---|
| CROWDSTRIKE HLDGS INC | CL A | 851 | $268,334 | 837 | 0.00 | 837 | +Inf | 03-31-2024 | |
| BP PLC | SPONSORED ADR | 852 | $268,152 | 7,117 | 0.00 | 7,117 | +Inf | 03-31-2024 | |
| GENMAB A/S | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,298 | -21.47 | 03-31-2024 |
| CINTAS CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
