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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO SHORT | 351 | $344,741 | 11,580 | 0.00 | 0.00 | -133 | -1.14 | 03-31-2024 |
| PUTNAM MUN OPPORTUNITIES TR | SH BEN INT | 352 | $344,308 | 33,889 | 0.00 | 0.00 | 5,391 | 18.92 | 03-31-2024 |
| ISHARES TR | 0-5 YR TIPS ETF | 353 | $343,553 | 3,455 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CVS HEALTH CORP | COM | 354 | $343,139 | 4,302 | 0.00 | 0.00 | -163 | -3.65 | 03-31-2024 |
