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 |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON SCIENTIFIC CORP | COM | 301 | $49,672 | 645 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GLOBAL X FDS | SOLAR ETF | Liquidated | $0 | 0 | 0.00 | 4,143 | +Inf | 06-30-2024 | |
| SPDR SER TR | PRTFLO S&P500 HI | Liquidated | $0 | 0 | 0.00 | 0.00 | -32,699 | -96.52 | 06-30-2024 |
| ZIONS BANCORPORATION N A | COM | 304 | $47,924 | 1,105 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
