Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEPHENS CONSULTING LLC | 07-29-2024 | 06-30-2024 | 648 | 351,918,995 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ANTERO MIDSTREAM CORP | COM | 201 | $45,595 | 3,093 | 0.00 | 0.00 | 103 | 3.44 | 06-30-2024 |
| RTX CORPORATION | COM | 202 | $44,975 | 448 | 0.00 | 0.00 | 114 | 34.13 | 06-30-2024 |
| AT&T INC | COM | 203 | $44,503 | 2,329 | 0.00 | 0.00 | -300 | -11.41 | 06-30-2024 |
| FIRST TR LRGE CP CORE ALPHA | COM SHS | 204 | $44,139 | 455 | 0.00 | 0.00 | 2 | 0.44 | 06-30-2024 |
