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 |
|---|---|---|---|---|---|---|---|---|---|
| TIDAL TR II | RTN STACKED BD | 1201 | $1,307 | 72 | 0.00 | 0.00 | -1 | -1.37 | 03-31-2024 |
| HUBSPOT INC | COM | 1202 | $1,254 | 2 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BATH & BODY WORKS INC | COM | 1203 | $1,251 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GAMING & LEISURE PPTYS INC | COM | 1204 | $1,244 | 27 | 0.00 | 0.00 | 1 | 3.85 | 03-31-2024 |
