Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOODMONT INVESTMENT COUNSEL LLC | 04-18-2024 | 03-31-2024 | 366 | 1,187,141,539 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | MORNINGSTAR SMID | 51 | $4,967,994 | 145,646 | 0.00 | 0.00 | 1,643 | 1.14 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 52 | $4,826,367 | 115,546 | 0.00 | 0.00 | -17,801 | -13.35 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 53 | $4,788,470 | 6,536 | 0.00 | 0.00 | -32 | -0.49 | 03-31-2024 |
| ABBVIE INC | COM | 54 | $4,690,532 | 25,758 | 0.00 | 0.00 | -235 | -0.90 | 03-31-2024 |
