Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HOWARD FINANCIAL SERVICES LTD 04-16-2024 03-31-2024 161 580,537,278
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 51 $1,222,313 34,105 0.00 0.00 0 0.00 03-31-2024
JPMORGAN CHASE & CO COM 52 $1,204,894 6,015 0.00 0.00 120 2.04 03-31-2024
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 53 $1,197,290 20,693 0.00 0.00 -1,170 -5.35 03-31-2024
DORCHESTER MINERALS LP COM UNIT 54 $1,151,755 34,156 0.00 0.00 8 0.02 03-31-2024
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