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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 3 7 YR TREAS BD | Liquidated | $0 | 0 | 0.00 | 0.12 | -8,088 | -73.02 | 12-31-2023 |
| BLACKROCK INC | COM | 302 | $337,731 | 405 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ZOETIS INC | CL A | 303 | $336,753 | 1,990 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | S&P 600 SMCP GRW | 304 | $334,528 | 3,835 | 0.00 | 0.00 | -385 | -9.12 | 03-31-2024 |
