Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLEN CAPITAL GROUP LLC | 04-15-2024 | 03-31-2024 | 213 | 710,471,143 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 51 | $4,579,438 | 9,257 | 0.00 | 0.00 | 8,727 | 1646.60 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 52 | $4,492,889 | 8,546 | 0.00 | 0.00 | -192 | -2.20 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 53 | $4,218,296 | 41,811 | 0.00 | 0.00 | -10,516 | -20.10 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 54 | $4,090,012 | 21,418 | 0.00 | 0.00 | -1,087 | -4.83 | 03-31-2024 |
