Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICANA PARTNERS LLC | 05-07-2024 | 03-31-2024 | 340 | 1,199,292,807 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 101 | $3,727,404 | 88,790 | 0.00 | 88,790 | +Inf | 03-31-2024 | |
| AMGEN INC | COM | 102 | $3,654,875 | 12,855 | 0.00 | 0.00 | 751 | 6.20 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 103 | $3,594,206 | 107,740 | 0.00 | 107,740 | +Inf | 03-31-2024 | |
| PHILLIPS 66 | COM | 104 | $3,513,812 | 21,512 | 0.00 | 0.00 | 2,929 | 15.76 | 03-31-2024 |
