Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JANICZEK WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 1091 | 469,713,721 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US SML CP VALU | 1051 | $2,999 | 32 | 0.00 | 0.00 | 13 | 68.42 | 03-31-2024 |
| NOAH HLDGS LTD | SPON ADS | 1052 | $2,995 | 262 | 0.00 | 262 | +Inf | 03-31-2024 | |
| SPDR SER TR | RUSSELL LOW VOL | 1053 | $2,988 | 24 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GLOBAL X FDS | CYBRSCURTY ETF | 1054 | $2,975 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
