Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCKINLEY CARTER WEALTH SERVICES INC | 04-26-2024 | 03-31-2024 | 299 | 1,496,185,458 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P600 | 351 | $244,996 | 5,692 | 0.00 | 0.00 | -12 | -0.21 | 03-31-2024 |
| ISHARES TR | GL CLEAN ENE ETF | 352 | $243,268 | 17,401 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | TIPS BD ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -207 | -8.45 | 03-31-2024 |
| ALLIANT ENERGY CORP | COM | 354 | $237,888 | 4,720 | 0.00 | 0.00 | -12 | -0.25 | 03-31-2024 |
