Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALBION FINANCIAL GROUP /UT | 04-19-2024 | 03-31-2024 | 503 | 1,295,413,673 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CRE U S REIT ETF | 401 | $16,678 | 310 | 0.00 | 0.00 | -15,039 | -97.98 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG SHT TE | 402 | $16,646 | 660 | 0.00 | 0.00 | -685 | -50.93 | 03-31-2024 |
| BIOGEN INC | COM | 403 | $16,173 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| US BANCORP DEL | COM NEW | 404 | $16,137 | 361 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
