Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCKINLEY CARTER WEALTH SERVICES INC | 04-26-2024 | 03-31-2024 | 299 | 1,496,185,458 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 201 | $752,905 | 6,624 | 0.00 | 0.00 | -143 | -2.11 | 03-31-2024 |
| ORACLE CORP | COM | 202 | $744,252 | 5,925 | 0.00 | 0.00 | -181 | -2.96 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 203 | $729,723 | 7,084 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 204 | $726,533 | 17,394 | 0.00 | 0.00 | -2,895 | -14.27 | 03-31-2024 |
