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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAC HLDGS INC | COM | 451 | $13,222 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| YUM CHINA HLDGS INC | COM | 452 | $13,169 | 427 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | U.S. TECH ETF | 453 | $13,094 | 87 | 0.00 | 0.00 | 51 | 141.67 | 06-30-2024 |
| ARK ETF TR | GENOMIC REV ETF | 454 | $12,516 | 533 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
