Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ASCENT WEALTH PARTNERS LLC | 05-01-2024 | 03-31-2024 | 159 | 673,531,697 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COS INC | COM | 151 | $1,371,466 | 5,384 | 0.00 | 0.00 | 39 | 0.73 | 03-31-2024 |
| RESMED INC | COM | 152 | $1,367,001 | 6,903 | 0.00 | 6,903 | +Inf | 03-31-2024 | |
| CARDINAL HEALTH INC | COM | 153 | $1,324,225 | 11,834 | 0.00 | 0.00 | 827 | 7.51 | 03-31-2024 |
| US BANCORP DEL | COM NEW | 154 | $1,298,312 | 29,045 | 0.00 | 0.00 | 569 | 2.00 | 03-31-2024 |
