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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK A S | ADR | 151 | $1,004,473 | 7,823 | 0.00 | 0.00 | 252 | 3.33 | 03-31-2024 |
| TE CONNECTIVITY LTD | SHS | 152 | $1,004,189 | 6,914 | 0.00 | 0.00 | -91 | -1.30 | 03-31-2024 |
| UNITED RENTALS INC | COM | 153 | $1,002,639 | 1,390 | 0.00 | 0.00 | -11 | -0.79 | 03-31-2024 |
| ARES CAPITAL CORP | COM | 154 | $988,927 | 47,499 | 0.00 | 0.00 | 1,485 | 3.23 | 03-31-2024 |
