Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TEXAS YALE CAPITAL CORP 2-13-2024 12-31-2023 441 2,099,661,403
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
S&P GLOBAL INC COM 151 $2,542,241 5,771 0.00 0.00 141 2.50 12-31-2023
ALTRIA GROUP INC COM 152 $2,536,099 62,868 0.00 0.00 -23,400 -27.12 12-31-2023
MERCADOLIBRE INC COM 153 $2,512,892 1,599 0.00 0.00 4 0.25 12-31-2023
WISDOMTREE TR EMG MKTS SMCAP 154 $2,498,852 50,057 0.00 0.00 0 0.00 12-31-2023
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