Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COUNTRY CLUB BANK | 07-16-2024 | 06-30-2024 | 537 | 1,438,976,818 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 151 | $1,838,128 | 32,012 | 0.00 | 0.00 | -1,810 | -5.35 | 06-30-2024 |
| ISHARES TR | IBONDS 24 TRM TS | 152 | $1,827,352 | 76,235 | 0.00 | 0.00 | -47,166 | -38.22 | 06-30-2024 |
| WISDOMTREE TR | US QTLY DIV GRT | 153 | $1,822,222 | 23,314 | 0.00 | 0.00 | -1,241 | -5.05 | 06-30-2024 |
| STARBUCKS CORP | COM | 154 | $1,819,632 | 22,965 | 0.00 | 0.00 | 1,464 | 6.81 | 06-30-2024 |
