Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICANA PARTNERS LLC | 05-07-2024 | 03-31-2024 | 340 | 1,199,292,807 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO DYNAMIC INCOME FD | SHS | 201 | $1,019,959 | 52,875 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GLOBAL X FDS | GLBL X MLP ETF | 202 | $988,269 | 20,495 | 0.00 | 0.00 | 2,465 | 13.67 | 03-31-2024 |
| SONY GROUP CORP | SPONSORED ADR | 203 | $980,008 | 11,430 | 0.00 | 0.00 | 531 | 4.87 | 03-31-2024 |
| PAYPAL HLDGS INC | COM | 204 | $972,695 | 14,520 | 0.00 | 0.00 | 3,559 | 32.47 | 03-31-2024 |
