Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLEN CAPITAL GROUP LLC | 04-15-2024 | 03-31-2024 | 213 | 710,471,143 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ASML HOLDING N V | N Y REGISTRY SHS | 201 | $363,926 | 375 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ABBVIE INC | COM | 202 | $357,827 | 1,965 | 0.00 | 0.00 | 361 | 22.51 | 03-31-2024 |
| SOUTHERN CO | COM | 203 | $354,527 | 4,942 | 0.00 | 4,942 | +Inf | 03-31-2024 | |
| WELLS FARGO CO NEW | COM | 204 | $351,637 | 6,067 | 0.00 | 0.00 | 756 | 14.23 | 03-31-2024 |
