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 |
|---|---|---|---|---|---|---|---|---|---|
| PUBLIC STORAGE | COM | 251 | $141,550 | 488 | 0.00 | 0.00 | -66 | -11.91 | 03-31-2024 |
| AGREE RLTY CORP | COM | 252 | $140,591 | 2,458 | 0.00 | 0.00 | 1,413 | 135.22 | 03-31-2024 |
| GENERAL ELECTRIC CO | COM NEW | 253 | $140,428 | 800 | 0.00 | 0.00 | 52 | 6.95 | 03-31-2024 |
| FMC CORP | COM NEW | 254 | $139,993 | 2,195 | 0.00 | 0.00 | 1,807 | 465.72 | 03-31-2024 |
