Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WADDELL & ASSOCIATES LLC | 05-08-2024 | 03-31-2024 | 140 | 739,830,142 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| IONIS PHARMACEUTICALS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ELEVANCE HEALTH INC | COM | 102 | $409,128 | 789 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SYSCO CORP | COM | 103 | $406,225 | 5,004 | 0.00 | 0.00 | -863 | -14.71 | 03-31-2024 |
| PACER FDS TR | TRENDP US MID CP | 104 | $406,047 | 11,270 | 0.00 | 0.00 | 218 | 1.97 | 03-31-2024 |
