Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STOCKMAN WEALTH MANAGEMENT INC | 04-17-2024 | 03-31-2024 | 179 | 566,435,138 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABRDN HEALTHCARE INVESTORS | SH BEN INT | 151 | $399,741 | 23,709 | 0.00 | 0.00 | 1,765 | 8.04 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 152 | $398,764 | 6,613 | 0.00 | 6,613 | +Inf | 03-31-2024 | |
| CRESTWOOD EQUITY PARTNERS LP | UNIT LTD PARTNER | Liquidated | $0 | 0 | 0.00 | 0.00 | 500 | 3.83 | 12-31-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 154 | $392,388 | 1,140 | 0.00 | 0.00 | 261 | 29.69 | 03-31-2024 |
