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 |
|---|---|---|---|---|---|---|---|---|---|
| HORIZON THERAPEUTICS PUB L | SHS | Liquidated | $0 | 0 | 0.00 | 2,730 | +Inf | 12-31-2023 | |
| MASCO CORP | COM | 702 | $314,337 | 3,985 | 0.00 | 0.00 | -941 | -19.10 | 03-31-2024 |
| SPDR SER TR | S&P 400 MDCP GRW | 703 | $313,982 | 3,597 | 0.00 | 0.00 | -37 | -1.02 | 03-31-2024 |
| BROWN & BROWN INC | COM | 704 | $313,218 | 3,578 | 0.00 | 0.00 | 52 | 1.47 | 03-31-2024 |
