Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TEXAS YALE CAPITAL CORP | 2-13-2024 | 12-31-2023 | 441 | 2,099,661,403 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CARRIER GLOBAL CORPORATION | COM | 551 | $204,982 | 3,568 | 0.00 | 3,568 | +Inf | 12-31-2023 | |
| DEVON ENERGY CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 100 | 2.38 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 553 | $204,569 | 3,173 | 0.00 | 3,173 | +Inf | 12-31-2023 | |
| ISHARES TR | TIPS BD ETF | 554 | $204,231 | 1,900 | 0.00 | 1,900 | +Inf | 12-31-2023 |
