Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BISON WEALTH LLC | 01-30-2024 | 12-31-2023 | 402 | 564,868,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | FINANCIALS ETF | 301 | $406,047 | 4,401 | 0.00 | 0.00 | -550 | -11.11 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 302 | $405,057 | 5,623 | 0.00 | 0.00 | 1,203 | 27.22 | 12-31-2023 |
| HERSHEY CO | COM | 303 | $403,270 | 2,163 | 0.00 | 2,163 | +Inf | 12-31-2023 | |
| ISHARES TR | GLOB HLTHCRE ETF | 304 | $401,860 | 4,634 | 0.00 | 0.00 | -50 | -1.07 | 12-31-2023 |
