Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ZIONS BANCORPORATION NA | 02-12-2024 | 12-31-2023 | 967 | 1,454,163,532 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ET | Com | 1 | $191,250,797 | 806,217 | 0.01 | 0.02 | -30,079 | -3.60 | 12-31-2023 |
| iShares Russell Mid-Cap Value | Com | 2 | $148,333,244 | 1,275,546 | 0.01 | 0.01 | -32,139 | -2.46 | 12-31-2023 |
| iShares Russell Mid-Cap Growth | Com | 3 | $87,827,984 | 840,781 | 0.01 | 0.01 | -44,688 | -5.05 | 12-31-2023 |
| IShares National Muni Bond ETF | Com | 4 | $57,393,880 | 529,415 | 0.00 | 0.00 | 522,432 | 7481.48 | 12-31-2023 |
