Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BISON WEALTH LLC | 01-30-2024 | 12-31-2023 | 402 | 564,868,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VISTRA CORP | COM | 101 | $1,481,672 | 38,465 | 0.00 | 0.00 | -50,235 | -56.63 | 12-31-2023 |
| ANALOG DEVICES INC | COM | 102 | $1,439,046 | 7,247 | 0.00 | 0.00 | 525 | 7.81 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 103 | $1,429,928 | 9,587 | 0.00 | 0.00 | -601 | -5.90 | 12-31-2023 |
| SIMPLIFY EXCHANGE TRADED FUN | US EQT PLS DWNSD | 104 | $1,410,965 | 49,100 | 0.00 | 0.00 | -11,079 | -18.41 | 12-31-2023 |
