Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABEL HALL LLC | 04-08-2024 | 03-31-2024 | 149 | 133,642,251 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS | COM | 51 | $442,446 | 3,476 | 0.00 | 0.00 | 122 | 3.64 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 52 | $417,498 | 16,889 | 0.00 | 0.00 | 40 | 0.24 | 03-31-2024 |
| ABBVIE INC | COM | 53 | $399,752 | 2,195 | 0.00 | 0.00 | -2,047 | -48.26 | 03-31-2024 |
| MCDONALDS CORP | COM | 54 | $386,483 | 1,371 | 0.00 | 0.00 | 142 | 11.55 | 03-31-2024 |
