Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVANSON ASSET MANAGEMENT LLC | 04-12-2024 | 03-31-2024 | 307 | 1,342,841,083 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VERTEX PHARMACEUTICALS INC | COM | 351 | $236,762 | 566 | 0.00 | 0.00 | -659 | -53.80 | 03-31-2024 |
| KIMBERLY-CLARK CORP | COM | 352 | $235,266 | 1,819 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | MORNINGSTAR GRWT | 353 | $233,988 | 3,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SIMPLIFY EXCHANGE TRADED FUN | SHORT TERM TREA | Liquidated | $0 | 0 | 0.00 | 10,096 | +Inf | 03-31-2024 |
