Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARGENT ADVISORS INC | 07-29-2024 | 06-30-2024 | 134 | 251,711,449 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MID-CAP VALUE ETF | COM | 101 | $573,138 | 3,810 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD TOTAL STOCK MARKET ETF | COM | 102 | $570,866 | 2,134 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | COM | 103 | $565,341 | 4,896 | 0.00 | 0.00 | -136 | -2.70 | 06-30-2024 |
| GENERAL DYNAMICS CORP COM | COM | 104 | $546,914 | 1,885 | 0.00 | 0.00 | -52 | -2.68 | 06-30-2024 |
