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
PNC FINL SVCS GROUP INC COM 401 $315,936 2,032 0.00 0.00 3 0.15 06-30-2024
US BANCORP DEL COM NEW 402 $313,948 7,908 0.00 0.00 -953 -10.75 06-30-2024
SCHWAB STRATEGIC TR INTL EQTY ETF 403 $305,434 7,950 0.00 0.00 355 4.67 06-30-2024
ALTRIA GROUP INC COM 404 $299,719 6,580 0.00 0.00 -1,074 -14.03 06-30-2024
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