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 |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 51 | $3,066,055 | 42,738 | 0.00 | 0.00 | -471 | -1.09 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 52 | $3,020,341 | 17,833 | 0.00 | 0.00 | -809 | -4.34 | 03-31-2024 |
| VISA INC | COM CL A | 53 | $3,013,863 | 10,799 | 0.00 | 0.00 | 62 | 0.58 | 03-31-2024 |
| ISHARES TR | 1 3 YR TREAS BD | 54 | $2,885,372 | 35,282 | 0.00 | 0.00 | -10,788 | -23.42 | 03-31-2024 |
