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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P SML 600 GWT | 401 | $20,561 | 160 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PROSHARES TR | LONG ONLINE SHRT | Liquidated | $0 | 0 | 0.00 | 500 | +Inf | 06-30-2024 | |
| KEYCORP | COM | 403 | $19,894 | 1,400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| HUNTSMAN CORP | COM | 404 | $19,651 | 863 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
