Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IBEX WEALTH ADVISORS | 04-18-2024 | 03-31-2024 | 109 | 368,904,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK | COM | Liquidated | $0 | 0 | 0.06 | 2,800 | +Inf | 03-31-2024 | |
| ATMOS ENERGY CORP | COM | Liquidated | $0 | 0 | 0.06 | 2,228 | +Inf | 03-31-2024 | |
| JPMORGAN CHASE | COM | Liquidated | $0 | 0 | 0.05 | 1,483 | +Inf | 03-31-2024 | |
| MARATHON OIL | COM | 404 | $205,000 | 7,580 | 0.06 | 0.05 | -92 | -1.20 | 03-31-2024 |
