Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PLANCORP LLC | 02-09-2024 | 12-31-2023 | 278 | 2,086,633,329 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORP | COM | 301 | $214,649 | 2,236 | 0.00 | 2,236 | +Inf | 12-31-2023 | |
| COPART INC | COM | 302 | $213,689 | 4,361 | 0.00 | 4,361 | +Inf | 12-31-2023 | |
| PIONEER NAT RES CO | COM | 303 | $211,554 | 941 | 0.00 | 0.00 | 62 | 7.05 | 12-31-2023 |
| MORGAN STANLEY | COM NEW | 304 | $209,533 | 2,247 | 0.00 | 2,247 | +Inf | 12-31-2023 |
