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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED PARCEL SERVICE INC CL B | COM | 51 | $1,482,428 | 10,833 | 0.00 | 0.00 | 898 | 9.04 | 06-30-2024 |
| CHEVRON CORP NEW COM | COM | 52 | $1,368,855 | 8,751 | 0.00 | 0.00 | 98 | 1.13 | 06-30-2024 |
| GOLDMAN SACHS GROUP INC COM | COM | 53 | $1,294,620 | 2,862 | 0.00 | 0.00 | -37 | -1.28 | 06-30-2024 |
| AMGEN INC COM | COM | 54 | $1,279,014 | 4,094 | 0.00 | 0.00 | 262 | 6.84 | 06-30-2024 |
