Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRISTLECONE ADVISORS LLC | 04-19-2024 | 03-31-2024 | 270 | 1,136,870,711 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ZSCALER INC | COM | 151 | $926,743 | 4,811 | 0.00 | 0.00 | -7 | -0.15 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 152 | $921,014 | 7,173 | 0.00 | 0.00 | 1,761 | 32.54 | 03-31-2024 |
| VERTEX PHARMACEUTICALS INC | COM | 153 | $904,992 | 2,165 | 0.00 | 0.00 | 115 | 5.61 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 154 | $893,078 | 18,137 | 0.00 | 0.00 | -243 | -1.32 | 03-31-2024 |
