Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PATRON PARTNERS LLC | 05-02-2024 | 03-31-2024 | 173 | 164,258,663 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
DISNEY WALT CO COM | Stock | 201 | $230,526 | 1,884 | 0.00 | 0.00 | -702 | -27.15 | 03-31-2024 |
CSX CORP COM | Stock | 202 | $224,867 | 6,066 | 0.00 | 6,066 | +Inf | 03-31-2024 | |
CATERPILLAR INC COM | Stock | 203 | $224,255 | 612 | 0.00 | 612 | +Inf | 03-31-2024 | |
BROADRIDGE FINL SOLUTIONS INC COM | Stock | 204 | $215,103 | 1,050 | 0.00 | 1,050 | +Inf | 03-31-2024 |