Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEDMONT PRIVATE CAPITAL | 04-10-2024 | 03-31-2024 | 605 | 1,368,665,294 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 451 | $346,489 | 9,692 | 0.00 | 0.00 | 226 | 2.39 | 03-31-2024 |
| EXPEDITORS INTL WASH INC | COM | 452 | $344,608 | 2,848 | 0.00 | 0.00 | -9 | -0.32 | 03-31-2024 |
| ISHARES TR | PFD AND INCM SEC | Liquidated | $0 | 0 | 0.00 | 0.00 | 175 | 1.50 | 12-31-2023 |
| CUMMINS INC | COM | 454 | $342,388 | 1,134 | 0.00 | 0.00 | 123 | 12.17 | 03-31-2024 |
