Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ALBION FINANCIAL GROUP /UT 02-19-2021 12-31-2020 510 1,020,403,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $97,474,000 283,612 9.55 283,612 +Inf 12-31-2020
Vanguard S&P 500 COM Liquidated $0 0 9.43 9.60 -3,956 -1.38 12-31-2020
APPLE INC COM 3 $62,149,000 468,377 6.09 5.71 13,286 2.92 12-31-2020
ISHARES TR RUS MID CAP ETF 4 $55,992,000 816,801 5.49 816,801 +Inf 12-31-2020
logo   

Please login to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6