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 |
|---|---|---|---|---|---|---|---|---|---|
| ROCKWELL AUTOMATION INC | COM | 451 | $267,297 | 971 | 0.00 | 0.00 | 103 | 11.87 | 06-30-2024 |
| SAP SE | SPON ADR | 452 | $265,854 | 1,318 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 453 | $260,388 | 5,020 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 454 | $258,800 | 5,586 | 0.00 | 0.00 | 8 | 0.14 | 06-30-2024 |
