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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST U S EQ | 351 | $332,464 | 9,264 | 0.00 | 9,264 | +Inf | 12-31-2023 | |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 352 | $328,882 | 3,459 | 0.00 | 0.00 | 360 | 11.62 | 12-31-2023 |
| CROWN CASTLE INC | COM | 353 | $325,171 | 2,823 | 0.00 | 0.00 | -2,594 | -47.89 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P400 | 354 | $323,161 | 6,633 | 0.00 | 0.00 | -104 | -1.54 | 12-31-2023 |
