Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALBION FINANCIAL GROUP /UT | 07-10-2024 | 06-30-2024 | 512 | 1,327,427,742 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AGILENT TECHNOLOGIES INC | COM | 101 | $1,307,189 | 10,084 | 0.00 | 0.00 | -74 | -0.73 | 06-30-2024 |
| JOHNSON & JOHNSON | COM | 102 | $1,282,847 | 8,777 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ECOLAB INC | COM | 103 | $1,238,076 | 5,202 | 0.00 | 0.00 | 21 | 0.41 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 104 | $1,188,547 | 4,443 | 0.00 | 0.00 | 386 | 9.51 | 06-30-2024 |
