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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 251 | $483,972 | 10,888 | 0.00 | 10,888 | +Inf | 03-31-2024 | |
| ISHARES TR | RUS TP200 GR ETF | 252 | $476,044 | 2,440 | 0.00 | 0.00 | -434 | -15.10 | 03-31-2024 |
| ISHARES TR | CORE DIV GRWTH | 253 | $472,319 | 8,135 | 0.00 | 0.00 | -82 | -1.00 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 254 | $467,818 | 6,395 | 0.00 | 0.00 | -329 | -4.89 | 03-31-2024 |
