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 |
|---|---|---|---|---|---|---|---|---|---|
| GARTNER INC | COM | 601 | $3,593 | 8 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES BITCOIN TR | SHS | 602 | $3,551 | 104 | 0.00 | 104 | +Inf | 06-30-2024 | |
| GENERAL MTRS CO | COM | 603 | $3,549 | 76 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VITESSE ENERGY INC | COMMON STOCK | 604 | $3,484 | 147 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
