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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 501 | $207,677 | 3,547 | 0.00 | 0.00 | -7,128 | -66.77 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | Liquidated | $0 | 0 | 0.00 | 2,501 | +Inf | 12-31-2023 | |
| PRICE T ROWE GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 1,850 | +Inf | 12-31-2023 | |
| BLACKSTONE MTG TR INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 9,739 | +Inf | 03-31-2024 |
