Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOODMONT INVESTMENT COUNSEL LLC | 04-18-2024 | 03-31-2024 | 366 | 1,187,141,539 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | COM | 151 | $917,517 | 16,919 | 0.00 | 0.00 | -1,686 | -9.06 | 03-31-2024 |
| BLACKROCK INC | COM | 152 | $914,569 | 1,097 | 0.00 | 0.00 | -9 | -0.81 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 153 | $900,280 | 17,845 | 0.00 | 0.00 | -3,657 | -17.01 | 03-31-2024 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 154 | $891,675 | 28,616 | 0.00 | 0.00 | 13,462 | 88.83 | 03-31-2024 |
