Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MAGNOLIA WEALTH MANAGEMENT LLC | 05-10-2024 | 03-31-2024 | 19 | 244,426,208 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 51 | $804,716 | 1,904 | 0.00 | 0.00 | 841 | 79.12 | 03-31-2024 |
| ELI LILLY & CO | COM | 52 | $763,101 | 992 | 0.00 | 992 | +Inf | 03-31-2024 |
