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 |
|---|---|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | ORD SHS | 151 | $275,027 | 8,362 | 0.00 | 0.00 | -367 | -4.20 | 03-31-2024 |
| ADVANCED MICRO DEVICES INC | COM | 152 | $269,653 | 1,494 | 0.00 | 0.00 | 944 | 171.64 | 03-31-2024 |
| SOUTHERN CO | COM | 153 | $269,525 | 3,757 | 0.00 | 0.00 | 634 | 20.30 | 03-31-2024 |
| KROGER CO | COM | 154 | $267,597 | 4,684 | 0.00 | 0.00 | 246 | 5.54 | 03-31-2024 |
