Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STOCKMAN WEALTH MANAGEMENT INC | 04-17-2024 | 03-31-2024 | 179 | 566,435,138 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC | COM | 201 | $276,423 | 2,251 | 0.00 | 0.00 | 3 | 0.13 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | Liquidated | $0 | 0 | 0.00 | 0.00 | 400 | 8.30 | 12-31-2023 |
| TEXAS INSTRS INC | COM | 203 | $270,200 | 1,551 | 0.00 | 0.00 | -14 | -0.89 | 03-31-2024 |
| ZOETIS INC | CL A | 204 | $269,214 | 1,591 | 0.00 | 0.00 | 6 | 0.38 | 03-31-2024 |
