Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BELL & BROWN WEALTH ADVISORS LLC | 02-12-2024 | 12-31-2023 | 74 | 215,405,562 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TEEKAY CORPORATION | COM | 51 | $1,439,002 | 201,258 | 0.00 | 0.00 | -4,114 | -2.00 | 12-31-2023 |
CITIGROUP INC | COM NEW | 52 | $1,334,622 | 25,945 | 0.00 | 0.00 | -2,255 | -8.00 | 12-31-2023 |
LOWES COS INC | COM | 53 | $1,280,920 | 5,755 | 0.00 | 0.00 | -5 | -0.09 | 12-31-2023 |
LYONDELLBASELL INDUSTRIES N | SHS - A - | 54 | $1,065,657 | 11,208 | 0.00 | 0.00 | 75 | 0.67 | 12-31-2023 |