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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US SML CP VALU | 451 | $241,303 | 2,575 | 0.00 | 2,575 | +Inf | 03-31-2024 | |
| TORONTO DOMINION BK ONT | COM NEW | 452 | $241,201 | 3,995 | 0.00 | 0.00 | -311 | -7.22 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 453 | $240,788 | 700 | 0.00 | 0.00 | 50 | 7.69 | 03-31-2024 |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | 454 | $240,378 | 16,786 | 0.00 | 0.00 | -5,217 | -23.71 | 03-31-2024 |
