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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 251 | $541,198 | 9,077 | 0.00 | 0.00 | -233 | -2.50 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,752 | -26.72 | 03-31-2024 |
| ISHARES GOLD TR | ISHARES NEW | 253 | $533,947 | 12,710 | 0.00 | 0.00 | -1,581 | -11.06 | 03-31-2024 |
| AECOM | COM | 254 | $532,249 | 5,427 | 0.00 | 0.00 | 428 | 8.56 | 03-31-2024 |
