Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRISTLECONE ADVISORS LLC | 04-19-2024 | 03-31-2024 | 270 | 1,136,870,711 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ISHARES 25+ YR T | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BRISTOL-MYERS SQUIBB CO | COM | 302 | $223,279 | 4,117 | 0.00 | 0.00 | -270 | -6.15 | 03-31-2024 |
| AT&T INC | COM | 303 | $220,430 | 12,524 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | ESG AWR US AGRGT | Liquidated | $0 | 0 | 0.00 | 0.00 | -414 | -8.24 | 03-31-2024 |
