Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BLUE TRUST INC | 05-01-2024 | 03-31-2024 | 3880 | 7,098,412,963 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TEXAS PACIFIC LAND CORPORATI | COM | 51 | $9,709,311 | 16,783 | 0.00 | 0.17 | 11,078 | 194.18 | 03-31-2024 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 52 | $9,655,645 | 22,961 | 0.00 | 0.13 | -307 | -1.32 | 03-31-2024 |
PROCTER AND GAMBLE CO | COM | 53 | $9,527,849 | 58,723 | 0.00 | 0.14 | 569 | 0.98 | 03-31-2024 |
ISHARES TR | U.S. TECH ETF | 54 | $9,487,553 | 70,247 | 0.00 | 0.09 | 19,368 | 38.07 | 03-31-2024 |