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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 501 | $8,707 | 358 | 0.00 | 358 | +Inf | 06-30-2024 | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 502 | $8,676 | 300 | 0.00 | 300 | +Inf | 06-30-2024 | |
| ING GROEP N.V. | SPONSORED ADR | 503 | $8,605 | 502 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VISHAY INTERTECHNOLOGY INC | COM | 504 | $8,140 | 365 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
