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 |
|---|---|---|---|---|---|---|---|---|---|
| GARMIN LTD | SHS | 551 | $480,999 | 3,231 | 0.00 | 0.00 | 20 | 0.62 | 03-31-2024 |
| HORMEL FOODS CORP | COM | 552 | $476,702 | 13,663 | 0.00 | 13,663 | +Inf | 03-31-2024 | |
| EBAY INC. | COM | 553 | $475,125 | 9,001 | 0.00 | 0.00 | -96 | -1.06 | 03-31-2024 |
| CONSTELLATION BRANDS INC | CL A | 554 | $474,946 | 1,747 | 0.00 | 0.00 | 166 | 10.50 | 03-31-2024 |
