Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GILBERT & COOK INC | 02-05-2024 | 12-31-2023 | 218 | 706,537,174 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 151 | $522,361 | 31,130 | 0.00 | 0.00 | 1,212 | 4.05 | 12-31-2023 |
| MEDTRONIC PLC | SHS | 152 | $522,099 | 6,338 | 0.00 | 0.00 | -125 | -1.93 | 12-31-2023 |
| ALTRIA GROUP INC | COM | 153 | $521,529 | 12,928 | 0.00 | 0.00 | 413 | 3.30 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 154 | $520,158 | 9,904 | 0.00 | 0.00 | -84 | -0.84 | 12-31-2023 |
