Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HB WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 847 | 7,947,048,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WARNER BROS DISCOVERY INC | COM SER A | 251 | $2,020,000 | 231,386 | 0.00 | 0.00 | -9,505 | -3.95 | 03-31-2024 |
| ARCHER DANIELS MIDLAND CO | COM | 252 | $2,016,662 | 32,107 | 0.00 | 0.00 | 1,071 | 3.45 | 03-31-2024 |
| SHELL PLC | SPON ADS | 253 | $1,998,328 | 29,807 | 0.00 | 0.00 | -2,115 | -6.63 | 03-31-2024 |
| TE CONNECTIVITY LTD | SHS | 254 | $1,981,167 | 13,640 | 0.00 | 0.00 | 2,861 | 26.54 | 03-31-2024 |
