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 |
|---|---|---|---|---|---|---|---|---|---|
| CAMBRIA ETF TR | TAIL RISK | 1351 | $684 | 56 | 0.00 | 0.00 | 1 | 1.82 | 03-31-2024 |
| ARK ETF TR | FINTECH INNOVA | 1352 | $668 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ZIM INTEGRATED SHIPPING SERV | SHS | 1353 | $658 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO SHORT | 1354 | $655 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
