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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | Liquidated | $0 | 0 | 0.00 | 23,806 | +Inf | 12-31-2023 | |
| ZOETIS INC | CL A | 252 | $603,951 | 3,569 | 0.00 | 0.00 | 528 | 17.36 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 253 | $603,538 | 1,148 | 0.00 | 0.00 | 554 | 93.27 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 254 | $599,393 | 6,120 | 0.00 | 0.00 | 1,563 | 34.30 | 03-31-2024 |
