Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS LLC | 01-24-2024 | 12-31-2023 | 976 | 6,627,570,854 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINL CORP COM | Stock | 751 | $379,197 | 10,271 | 0.00 | 10,271 | +Inf | 12-31-2023 | |
| VANGUARD BD INDEX FDS VANGUARD ULTRA | ETF | 752 | $377,466 | 7,635 | 0.00 | 0.00 | 1,322 | 20.94 | 12-31-2023 |
| BUSINESS FIRST BANCSHARES IN COM | Stock | 753 | $377,194 | 15,302 | 0.00 | 0.00 | 7 | 0.05 | 12-31-2023 |
| WILLIAMS COS INC COM | Stock | 754 | $377,041 | 10,825 | 0.00 | 0.00 | -1,708 | -13.63 | 12-31-2023 |
