Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BISON WEALTH LLC | 05-10-2024 | 03-31-2024 | 424 | 615,365,227 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $29,471,039 | 171,863 | 0.00 | 0.01 | 199 | 0.12 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $20,047,318 | 47,650 | 0.00 | 0.00 | 270 | 0.57 | 03-31-2024 |
| BIOHAVEN LTD | COM | 3 | $17,946,414 | 328,148 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMAZON COM INC | COM | 4 | $14,297,821 | 79,265 | 0.00 | 0.00 | -388 | -0.49 | 03-31-2024 |
