Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOODMONT INVESTMENT COUNSEL LLC | 04-18-2024 | 03-31-2024 | 366 | 1,187,141,539 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HALLIBURTON CO | COM | 301 | $201,239 | 5,105 | 0.00 | 5,105 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE HIGH DV ETF | 302 | $201,133 | 1,825 | 0.00 | 1,825 | +Inf | 03-31-2024 | |
| REGIONS FINANCIAL CORP NEW | COM | 303 | $200,069 | 9,509 | 0.00 | 9,509 | +Inf | 03-31-2024 | |
| ISHARES TR | S&P MC 400VL ETF | 304 | $187,507 | 1,585 | 0.00 | 1,585 | +Inf | 03-31-2024 |
