Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ALLEN INVESTMENT MANAGEMENT LLC 02-14-2024 12-31-2023 214 7,485,606,380
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR S&P MC 400GR ETF 201 $598,586 7,556 0.00 0.00 0 0.00 12-31-2023
BRISTOL-MYERS SQUIBB CO COM Liquidated $0 0 0.00 0.00 95 0.95 12-31-2023
ISHARES TR RUS MD CP GR ETF 203 $568,158 5,439 0.00 0.00 0 0.00 12-31-2023
SELECT SECTOR SPDR TR SBI HEALTHCARE 204 $537,746 3,943 0.00 0.00 0 0.00 12-31-2023
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