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 EXCHNG TRADED FD VI | FT CBOE VEST US | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | NUVEEN BLMBRG MU | Liquidated | $0 | 0 | 0.00 | 9,393 | +Inf | 12-31-2023 | |
| ISHARES TR | U.S. UTILITS ETF | 303 | $432,253 | 5,114 | 0.00 | 0.00 | -128 | -2.44 | 03-31-2024 |
| SELECT SECTOR SPDR TR | INDL | 304 | $430,993 | 3,422 | 0.00 | 0.00 | -85 | -2.42 | 03-31-2024 |
