Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LINSCOMB & WILLIAMS INC 10-10-2023 09-30-2023 266 1,709,561,713
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1 $172,026,689 3,934,737 0.01 0.01 -87,723 -2.18 09-30-2023
ISHARES TR CORE S&P500 ETF 2 $154,165,821 359,001 0.01 0.01 -8,016 -2.18 09-30-2023
ISHARES TR CORE S&P MCP ETF 3 $84,450,011 338,681 0.00 0.01 -17,818 -5.00 09-30-2023
ISHARES TR MSCI EAFE ETF 4 $84,144,974 1,220,908 0.00 0.01 -66,456 -5.16 09-30-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6