Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLUE TRUST INC | 05-01-2024 | 03-31-2024 | 3880 | 7,098,412,963 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 301 | $451,834 | 16,891 | 0.00 | 0.00 | 6,868 | 68.52 | 03-31-2024 |
| DIAMONDBACK ENERGY INC | COM | 302 | $448,657 | 2,264 | 0.00 | 0.01 | -482 | -17.55 | 03-31-2024 |
| SCULLY ROYALTY LTD | COM SHS | 303 | $446,718 | 72,637 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
| FIRST TR VALUE LINE DIVID IN | SHS | 304 | $446,371 | 10,570 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
