Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IBEX WEALTH ADVISORS | 04-18-2024 | 03-31-2024 | 109 | 368,904,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY | COM | 151 | $2,336,000 | 6,384 | 0.63 | 1.23 | -2,584 | -28.81 | 03-31-2024 |
| LINDE PLC | COM | Liquidated | $0 | 0 | 0.58 | 6,148 | +Inf | 03-31-2024 | |
| WALMART INC | COM | Liquidated | $0 | 0 | 0.58 | 14,246 | +Inf | 03-31-2024 | |
| META PLATFORMS | COM | Liquidated | $0 | 0 | 0.57 | 7,515 | +Inf | 03-31-2024 |
