Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATRON PARTNERS LLC | 05-02-2024 | 03-31-2024 | 173 | 164,258,663 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROSPERITY BANCSHARES INC COM | Stock | 1 | $15,257,079 | 231,941 | 0.01 | 0.01 | -5,303 | -2.24 | 03-31-2024 |
| APPLE INC COM | Stock | 2 | $8,258,095 | 48,158 | 0.01 | 0.01 | 62 | 0.13 | 03-31-2024 |
| MICROSOFT CORP COM | Stock | 3 | $5,720,951 | 13,598 | 0.00 | 0.00 | -449 | -3.20 | 03-31-2024 |
| AMAZON COM INC COM | Stock | 4 | $5,068,678 | 28,100 | 0.00 | 0.00 | -623 | -2.17 | 03-31-2024 |
