Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ATWOOD & PALMER INC | 04-10-2024 | 03-31-2024 | 415 | 1,317,916,047 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR SER TR | COM | Liquidated | $33,486 | 778 | 0.00 | 0.00 | 778 | +Inf | 03-31-2024 |
EURONET WORLDWIDE INC | COM | 402 | $32,979 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SPDR SER TR | PORTFOLIO S&P600 | Liquidated | $0 | 0 | 0.00 | 778 | +Inf | 03-31-2024 | |
VANGUARD WORLD FD | COM | Liquidated | $32,733 | 121 | 0.00 | 0.00 | 121 | +Inf | 03-31-2024 |