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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG INVT | 151 | $523,371 | 16,965 | 0.00 | 0.00 | -2,945 | -14.79 | 06-30-2024 |
| BANK AMERICA CORP | COM | 152 | $507,466 | 12,760 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TJX COS INC NEW | COM | 153 | $500,030 | 4,542 | 0.00 | 0.00 | 50 | 1.11 | 06-30-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 154 | $477,380 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
