Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WADDELL & ASSOCIATES LLC | 02-14-2024 | 12-31-2023 | 147 | 743,531,927 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST HORIZON CORPORATION | COM | 101 | $430,606 | 30,005 | 0.00 | 0.00 | -8,168 | -21.40 | 12-31-2023 |
| SYSCO CORP | COM | 102 | $429,054 | 5,867 | 0.00 | 5,867 | +Inf | 12-31-2023 | |
| ACCENTURE PLC IRELAND | SHS CLASS A | 103 | $426,707 | 1,216 | 0.00 | 1,216 | +Inf | 12-31-2023 | |
| IONIS PHARMACEUTICALS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
