Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HB WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 847 | 7,947,048,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BECTON DICKINSON & CO | COM | 151 | $5,099,034 | 20,606 | 0.00 | 0.00 | 2,948 | 16.69 | 03-31-2024 |
| BLUE OWL CAPITAL CORPORATION | COM | 152 | $5,065,699 | 329,369 | 0.00 | 0.00 | -30,203 | -8.40 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 153 | $4,933,165 | 10,845 | 0.00 | 0.00 | -45 | -0.41 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 154 | $4,905,588 | 116,911 | 0.00 | 0.00 | -89,018 | -43.23 | 03-31-2024 |
