Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLEN CAPITAL GROUP LLC | 08-12-2024 | 06-30-2024 | 254 | 729,387,395 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 1 | $59,495,617 | 929,619 | 0.01 | 0.01 | 11,685 | 1.27 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 2 | $51,625,056 | 1,199,188 | 0.01 | 0.01 | 44,611 | 3.86 | 06-30-2024 |
| ISHARES TR | MSCI INTL QUALTY | 3 | $41,212,484 | 1,055,377 | 0.01 | 0.01 | 31,336 | 3.06 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $38,846,552 | 95,493 | 0.01 | 0.01 | -1,942 | -1.99 | 06-30-2024 |
