Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IBEX WEALTH ADVISORS | 04-18-2024 | 03-31-2024 | 109 | 368,904,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DARDEN RESTAURANTS | COM | 251 | $695,000 | 5,025 | 0.19 | 5,025 | +Inf | 03-31-2024 | |
| AFLAC INC | COM | 252 | $640,000 | 8,899 | 0.17 | 0.16 | 879 | 10.96 | 03-31-2024 |
| RIO TINTO | COM | 253 | $624,000 | 8,771 | 0.17 | 8,771 | +Inf | 03-31-2024 | |
| KINDER MORGAN | COM | 254 | $622,000 | 34,385 | 0.17 | 0.14 | 2,216 | 6.89 | 03-31-2024 |
