Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GOODMAN ADVISORY GROUP LLC | 08-15-2024 | 06-30-2024 | 177 | 334,789,766 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FRANCO NEVADA | Common Stock | 201 | $14,578 | 123 | 0.00 | 123 | +Inf | 06-30-2024 | |
| MERCK & COMPANY | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -44 | -25.73 | 03-31-2024 |
| SPDR PORTFOLIO | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 0.00 | -26 | -9.59 | 06-30-2024 |
| RAMACO RESOURCES | Common Stock | Liquidated | $0 | 0 | 0.00 | 725 | +Inf | 06-30-2024 |
