Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TECTONIC ADVISORS LLC | 05-07-2024 | 03-31-2024 | 373 | 1,311,142,614 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | Liquidated | $0 | 0 | 0.00 | 2,835 | +Inf | 12-31-2023 | |
| ISHARES TR | U.S. MED DVC ETF | Liquidated | $0 | 0 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
| JPMORGAN CHASE & CO | ALERIAN ML ETN | Liquidated | $0 | 0 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | Liquidated | $0 | 0 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
