Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LINSCOMB WEALTH INC | 05-14-2024 | 03-31-2024 | 285 | 1,943,923,768 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAMS COS INC | COM | 101 | $7,282,958 | 186,886 | 0.00 | 0.00 | -1,480 | -0.79 | 03-31-2024 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 102 | $7,275,447 | 160,570 | 0.00 | 0.00 | -42,155 | -20.79 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 103 | $7,264,091 | 173,119 | 0.00 | 0.00 | -3,105 | -1.76 | 03-31-2024 |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | 104 | $7,234,634 | 204,947 | 0.00 | 0.00 | -16,644 | -7.51 | 03-31-2024 |
