Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TEAM HEWINS LLC | 05-03-2024 | 03-31-2024 | 369 | 727,763,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 101 | $803,955 | 13,871 | 0.00 | 0.00 | -3,856 | -21.75 | 03-31-2024 |
| NORFOLK SOUTHN CORP | COM | 102 | $800,292 | 3,140 | 0.00 | 0.00 | 37 | 1.19 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 103 | $798,087 | 3,491 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 104 | $796,602 | 6,115 | 0.00 | 0.00 | -13 | -0.21 | 03-31-2024 |
