Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATWOOD & PALMER INC | 04-10-2024 | 03-31-2024 | 415 | 1,317,916,047 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MONDELEZ INTL INC | CL A | Liquidated | $0 | 0 | 0.00 | 629 | +Inf | 03-31-2024 | |
| GENERAL MLS INC | COM | 352 | $45,481 | 650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INTUIT | COM | 353 | $44,850 | 69 | 0.00 | 0.00 | 2 | 2.99 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | COM | Liquidated | $44,611 | 1,385 | 0.00 | 0.00 | 1,385 | +Inf | 03-31-2024 |
