Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BISON WEALTH LLC | 01-30-2024 | 12-31-2023 | 402 | 564,868,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $33,050,373 | 171,664 | 0.01 | 0.01 | -2,475 | -1.42 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $17,816,889 | 47,380 | 0.00 | 0.00 | -2,725 | -5.44 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $14,179,810 | 34,625 | 0.00 | 0.00 | 11,397 | 49.07 | 12-31-2023 |
| BIOHAVEN LTD | COM | 4 | $14,044,734 | 328,148 | 0.00 | 0.00 | -33,173 | -9.18 | 12-31-2023 |
