Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
TECTONIC ADVISORS LLC | 08-02-2024 | 06-30-2024 | 385 | 1,387,832,699 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BANK AMERICA CORP | COM | 151 | $1,110,675 | 27,927 | 0.00 | 0.00 | 1,682 | 6.41 | 06-30-2024 |
VANGUARD INDEX FDS | GROWTH ETF | 152 | $1,109,314 | 2,966 | 0.00 | 0.00 | 137 | 4.84 | 06-30-2024 |
DARDEN RESTAURANTS INC | COM | 153 | $1,107,119 | 7,316 | 0.00 | 0.00 | 804 | 12.35 | 06-30-2024 |
ATLAS ENERGY SOLUTIONS INC | COM NEW | 154 | $1,106,881 | 55,538 | 0.00 | 0.00 | 892 | 1.63 | 06-30-2024 |