Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALBION FINANCIAL GROUP /UT | 04-19-2024 | 03-31-2024 | 503 | 1,295,413,673 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PELOTON INTERACTIVE INC | CALL | 301 | $42,850 | 10,000 | 0.00 | 10,000 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 302 | $42,249 | 206 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PFIZER INC | COM | 303 | $41,958 | 1,512 | 0.00 | 0.00 | -31 | -2.01 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 304 | $41,391 | 825 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
