Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WOODMONT INVESTMENT COUNSEL LLC | 04-18-2024 | 03-31-2024 | 366 | 1,187,141,539 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VERALTO CORP | COM SHS | 251 | $282,027 | 3,181 | 0.00 | 0.00 | -117 | -3.55 | 03-31-2024 |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 252 | $278,896 | 3,638 | 0.00 | 0.00 | -154 | -4.06 | 03-31-2024 |
L3HARRIS TECHNOLOGIES INC | COM | 253 | $278,096 | 1,305 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ELEVANCE HEALTH INC | COM | 254 | $277,937 | 536 | 0.00 | 536 | +Inf | 03-31-2024 |