Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ALBION FINANCIAL GROUP /UT 01-26-2024 12-31-2023 476 1,213,498,703
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CONSTELLATION ENERGY CORP COM 351 $23,378 200 0.00 0.00 0 0.00 12-31-2023
AMPHENOL CORP NEW CL A 352 $23,197 234 0.00 0.00 -60 -20.41 12-31-2023
GILEAD SCIENCES INC COM 353 $22,440 277 0.00 0.00 0 0.00 12-31-2023
COINBASE GLOBAL INC COM CL A 354 $21,914 126 0.00 0.00 0 0.00 12-31-2023
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