Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ALBION FINANCIAL GROUP /UT | 01-26-2024 | 12-31-2023 | 476 | 1,213,498,703 |
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 |