Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALBION FINANCIAL GROUP /UT | 04-19-2024 | 03-31-2024 | 503 | 1,295,413,673 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THE TRADE DESK INC | COM CL A | 101 | $1,198,441 | 13,709 | 0.00 | 0.00 | 200 | 1.48 | 03-31-2024 |
| INTUITIVE SURGICAL INC | COM NEW | 102 | $1,197,270 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ECOLAB INC | COM | 103 | $1,196,293 | 5,181 | 0.00 | 0.00 | 199 | 3.99 | 03-31-2024 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 104 | $1,140,782 | 104,181 | 0.00 | 0.00 | 80,841 | 346.36 | 03-31-2024 |
