Wealth Alliance

Q4 2023 13F Detailed Holdings

Location
Mellville, NY
Holdings as of
12/31/2023
Value ($000)
$713,182
Num holdings
510
Date filed
1/30/2024
Form type
13F-HR
Prev filing
11/9/2023
Next filing
5/10/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Atria Investments
2 55i, LLC