Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WADDELL & ASSOCIATES LLC | 05-08-2024 | 03-31-2024 | 140 | 739,830,142 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 1 | $75,039,822 | 134,867 | 0.01 | 0.01 | -2,455 | -1.79 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 2 | $70,159,710 | 1,230,225 | 0.01 | 0.01 | -19,940 | -1.59 | 03-31-2024 |
| WISDOMTREE TR | US QTLY DIV GRT | 3 | $66,208,055 | 868,986 | 0.01 | 0.01 | -1,620 | -0.19 | 03-31-2024 |
| ISHARES TR | GLOBAL 100 ETF | 4 | $59,382,064 | 664,155 | 0.01 | 0.01 | 15,973 | 2.46 | 03-31-2024 |
