Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOODMONT INVESTMENT COUNSEL LLC | 04-18-2024 | 03-31-2024 | 366 | 1,187,141,539 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 101 | $1,912,398 | 5,219 | 0.00 | 0.00 | 169 | 3.35 | 03-31-2024 |
| ISHARES TR | MSCI INTL QUALTY | 102 | $1,888,054 | 47,606 | 0.00 | 0.00 | -359 | -0.75 | 03-31-2024 |
| AFLAC INC | COM | 103 | $1,858,354 | 21,644 | 0.00 | 0.00 | -181 | -0.83 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 104 | $1,794,053 | 5,176 | 0.00 | 0.00 | 490 | 10.46 | 03-31-2024 |
