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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 351 | $11,623 | 256 | 0.00 | 256 | +Inf | 06-30-2024 | |
| BHP GROUP LTD | SPONSORED ADS | 352 | $11,418 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| LABORATORY CORP AMER HLDGS | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AIR PRODS & CHEMS INC | COM | 354 | $11,355 | 44 | 0.00 | 44 | +Inf | 06-30-2024 |
