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 |
|---|---|---|---|---|---|---|---|---|---|
| TJX COS INC NEW | COM | 201 | $185,903 | 1,833 | 0.00 | 0.00 | 15 | 0.83 | 03-31-2024 |
| MONSTER BEVERAGE CORP NEW | COM | 202 | $185,073 | 3,122 | 0.00 | 0.00 | 1,835 | 142.58 | 03-31-2024 |
| DEVON ENERGY CORP NEW | COM | 203 | $183,760 | 3,662 | 0.00 | 0.00 | 49 | 1.36 | 03-31-2024 |
| PROLOGIS INC. | COM | 204 | $182,439 | 1,401 | 0.00 | 0.00 | -325 | -18.83 | 03-31-2024 |
