Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WADDELL & ASSOCIATES LLC | 02-14-2024 | 12-31-2023 | 147 | 743,531,927 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SIMON PPTY GROUP INC NEW | COM | 151 | $301,256 | 2,112 | 0.00 | 0.00 | -225 | -9.63 | 12-31-2023 |
| VERIZON COMMUNICATIONS INC | COM | 152 | $300,201 | 8,075 | 0.00 | 0.00 | -4,305 | -34.77 | 12-31-2023 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 153 | $296,745 | 3,121 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| STARBUCKS CORP | COM | 154 | $296,389 | 3,087 | 0.00 | 0.00 | -63 | -2.00 | 12-31-2023 |
