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 |
|---|---|---|---|---|---|---|---|---|---|
| 3M CO | COM | 501 | $231,052 | 2,261 | 0.00 | 0.00 | 255 | 12.71 | 06-30-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 502 | $229,949 | 10,919 | 0.00 | 0.00 | -2,153 | -16.47 | 06-30-2024 |
| DISNEY WALT CO | COM | 503 | $227,596 | 2,292 | 0.00 | 0.00 | -160 | -6.53 | 06-30-2024 |
| SHELL PLC | SPON ADS | 504 | $225,924 | 3,130 | 0.00 | 0.00 | -1,165 | -27.12 | 06-30-2024 |
