Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BISON WEALTH LLC | 01-30-2024 | 12-31-2023 | 402 | 564,868,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 201 | $677,583 | 1,419 | 0.00 | 0.00 | 63 | 4.65 | 12-31-2023 |
| ISHARES TR | MSCI USA SZE FT | 202 | $669,731 | 5,079 | 0.00 | 0.00 | -96 | -1.86 | 12-31-2023 |
| ENBRIDGE INC | COM | 203 | $662,566 | 18,394 | 0.00 | 0.00 | -2,513 | -12.02 | 12-31-2023 |
| L3HARRIS TECHNOLOGIES INC | COM | 204 | $660,977 | 3,138 | 0.00 | 0.00 | -192 | -5.77 | 12-31-2023 |
