Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BISON WEALTH LLC 05-10-2024 03-31-2024 424 615,365,227
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CLOROX CO DEL COM 201 $705,720 4,609 0.00 0.00 102 2.26 03-31-2024
ENTERPRISE PRODS PARTNERS L COM 202 $701,521 24,041 0.00 0.00 1,030 4.48 03-31-2024
TARGET CORP COM 203 $696,607 3,931 0.00 0.00 305 8.41 03-31-2024
OVINTIV INC COM 204 $691,827 13,330 0.00 0.00 722 5.73 03-31-2024
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