Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 1091 | 469,713,721 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
KRANESHARES TRUST | QUADRTC INT RT | 1251 | $1,000 | 53 | 0.00 | 0.00 | 1 | 1.92 | 03-31-2024 |