Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BEDEL FINANCIAL CONSULTING INC 02-08-2024 12-31-2023 246 545,676,593
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 251 $237,427 9,253 0.00 0.00 9 0.10 12-31-2023
ILLUMINA INC COM Liquidated $0 0 0.00 0.00 0 0.00 09-30-2023
GENUINE PARTS CO COM Liquidated $0 0 0.00 0.00 0 0.00 09-30-2023
ISHARES TR TIPS BD ETF 254 $230,066 2,140 0.00 0.00 18 0.85 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6