Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WADDELL & ASSOCIATES LLC | 02-14-2024 | 12-31-2023 | 147 | 743,531,927 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 1 | $69,937,032 | 137,322 | 0.01 | 0.01 | 605 | 0.44 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 2 | $69,201,565 | 1,250,165 | 0.01 | 0.01 | 18,582 | 1.51 | 12-31-2023 |
| WISDOMTREE TR | US QTLY DIV GRT | 3 | $61,186,207 | 870,606 | 0.01 | 0.01 | 26,902 | 3.19 | 12-31-2023 |
| DOUBLELINE ETF TRUST | SHILLER CAPE U S | 4 | $53,156,634 | 2,003,677 | 0.01 | 0.01 | -251,064 | -11.13 | 12-31-2023 |
