Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | 05-13-2024 | 03-31-2024 | 553 | 2,109,255,493 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US TIPS ETF | 401 | $554,865 | 10,638 | 0.00 | 0.00 | -127,781 | -92.31 | 03-31-2024 |
| FARMERS & MERCHANTS BANCORP | COM | 402 | $552,873 | 24,804 | 0.00 | 0.00 | 91 | 0.37 | 03-31-2024 |
| HALLIBURTON CO | COM | 403 | $546,794 | 13,871 | 0.00 | 13,871 | +Inf | 03-31-2024 | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 404 | $545,085 | 4,561 | 0.00 | 0.00 | 86 | 1.92 | 03-31-2024 |
