Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BISON WEALTH LLC | 01-30-2024 | 12-31-2023 | 402 | 564,868,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HALEON PLC | SPON ADS | 551 | $91,649 | 11,136 | 0.00 | 0.00 | -2,392 | -17.68 | 12-31-2023 |
| SANDSTORM GOLD LTD | COM NEW | 552 | $86,516 | 17,200 | 0.00 | 0.00 | -54,345 | -75.96 | 12-31-2023 |
| ARDELYX INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CBRE GBL REAL ESTATE INC FD | COM | 554 | $78,806 | 14,513 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
