Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WADDELL & ASSOCIATES LLC | 05-08-2024 | 03-31-2024 | 140 | 739,830,142 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FEDEX CORP | COM | 51 | $1,201,526 | 4,147 | 0.00 | 0.00 | -109,175 | -96.34 | 03-31-2024 |
META PLATFORMS INC | CL A | 52 | $1,128,974 | 2,325 | 0.00 | 0.00 | 50 | 2.20 | 03-31-2024 |
SPDR SER TR | PORTFOLIO S&P400 | 53 | $1,066,747 | 19,999 | 0.00 | 0.00 | -1,837 | -8.41 | 03-31-2024 |
AFLAC INC | COM | 54 | $1,035,843 | 12,064 | 0.00 | 0.00 | 74 | 0.62 | 03-31-2024 |