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 |
|---|---|---|---|---|---|---|---|---|---|
| CHUBB LIMITED | COM | 401 | $299,199 | 1,155 | 0.00 | 0.00 | -8 | -0.69 | 03-31-2024 |
| SELECT SECTOR SPDR TR | FINANCIAL | 402 | $299,095 | 7,101 | 0.00 | 0.00 | -906 | -11.32 | 03-31-2024 |
| DISCOVER FINL SVCS | COM | 403 | $298,442 | 2,277 | 0.00 | 2,277 | +Inf | 03-31-2024 | |
| ROCKWELL AUTOMATION INC | COM | 404 | $297,739 | 1,022 | 0.00 | 0.00 | -146 | -12.50 | 03-31-2024 |
