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 |
|---|---|---|---|---|---|---|---|---|---|
| TRIMBLE INC COM | Stock | 501 | $1,802 | 28 | 0.00 | 28 | +Inf | 03-31-2024 | |
| JONES LANG LASALLE INC COM | Stock | 502 | $1,756 | 9 | 0.00 | 9 | +Inf | 03-31-2024 | |
| DOUBLEVERIFY HLDGS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 47 | +Inf | 03-31-2024 | |
| KEYCORP COM | Stock | 504 | $1,723 | 109 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
