Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HB WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 847 | 7,947,048,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 51 | $17,400,278 | 988,652 | 0.00 | 0.00 | -2,734 | -0.28 | 03-31-2024 |
| HONEYWELL INTL INC | COM | 52 | $17,383,573 | 84,694 | 0.00 | 0.00 | 2,251 | 2.73 | 03-31-2024 |
| PEPSICO INC | COM | 53 | $17,230,747 | 98,455 | 0.00 | 0.00 | 2,259 | 2.35 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 54 | $16,926,068 | 74,049 | 0.00 | 0.00 | -3,685 | -4.74 | 03-31-2024 |
