Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLEN CAPITAL GROUP LLC | 04-15-2024 | 03-31-2024 | 213 | 710,471,143 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 1 | $56,480,474 | 917,934 | 0.01 | 0.01 | 32,322 | 3.65 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 2 | $50,339,569 | 1,154,577 | 0.01 | 0.01 | 80,665 | 7.51 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $40,973,366 | 97,435 | 0.01 | 0.01 | 365 | 0.38 | 03-31-2024 |
| ISHARES TR | MSCI INTL QUALTY | 4 | $40,613,480 | 1,024,041 | 0.01 | 0.01 | 38,109 | 3.87 | 03-31-2024 |
