Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST PACES ADVISORS INC | 04-12-2024 | 03-31-2024 | 587 | 379,457,790 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ROPER TECHNOLOGIES INC COM | Stock | 101 | $357,816 | 638 | 0.00 | 0.00 | -9 | -1.39 | 03-31-2024 |
| MCKESSON CORP COM | Stock | 102 | $351,637 | 655 | 0.00 | 0.00 | 15 | 2.34 | 03-31-2024 |
| WALMART INC COM | Stock | 103 | $351,453 | 5,841 | 0.00 | 0.00 | 3,950 | 208.88 | 03-31-2024 |
| ORACLE CORP COM | Stock | 104 | $349,447 | 2,782 | 0.00 | 0.00 | 42 | 1.53 | 03-31-2024 |
