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 |
|---|---|---|---|---|---|---|---|---|---|
| AVANTOR INC | COM | 1451 | $179 | 7 | 0.00 | 0.00 | -86 | -92.47 | 03-31-2024 |
| LIBERTY MEDIA CORP DEL | COM LBTY SRM S C | 1452 | $179 | 6 | 0.00 | 6 | +Inf | 03-31-2024 | |
| LIBERTY MEDIA CORP DEL | COM LBTY SRM S A | 1453 | $179 | 6 | 0.00 | 6 | +Inf | 03-31-2024 | |
| CONAGRA BRANDS INC | COM | 1454 | $178 | 6 | 0.00 | 0.00 | -180 | -96.77 | 03-31-2024 |
