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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 301 | $103,003 | 2,030 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMBEV SA | SPONSORED ADR | 302 | $102,965 | 41,518 | 0.00 | 0.00 | 2,368 | 6.05 | 03-31-2024 |
| PACCAR INC | COM | 303 | $102,829 | 830 | 0.00 | 0.00 | -43 | -4.93 | 03-31-2024 |
| HUMANA INC | COM | 304 | $102,696 | 296 | 0.00 | 0.00 | 35 | 13.41 | 03-31-2024 |
