Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LINSCOMB WEALTH INC | 08-07-2024 | 06-30-2024 | 284 | 1,932,581,645 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OCCIDENTAL PETE CORP | *W EXP 08/03/202 | 301 | $665,558 | 16,170 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PAYCHEX INC | COM | 302 | $649,634 | 5,479 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | RUS 2000 GRW ETF | 303 | $644,249 | 2,454 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DOMINION ENERGY INC | COM | 304 | $640,493 | 13,071 | 0.00 | 0.00 | -1,184 | -8.31 | 06-30-2024 |
