Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOODMONT INVESTMENT COUNSEL LLC | 04-18-2024 | 03-31-2024 | 366 | 1,187,141,539 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 201 | $427,637 | 8,428 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COMCAST CORP NEW | CL A | 202 | $427,084 | 9,852 | 0.00 | 0.00 | 2,750 | 38.72 | 03-31-2024 |
| DIAMONDBACK ENERGY INC | COM | 203 | $418,733 | 2,113 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P400 | 204 | $410,718 | 7,700 | 0.00 | 7,700 | +Inf | 03-31-2024 |
