Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JANICZEK WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 1091 | 469,713,721 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THE TRADE DESK INC | COM CL A | 401 | $67,926 | 777 | 0.00 | 0.00 | 63 | 8.82 | 03-31-2024 |
| ISHARES TR | GLOBAL TECH ETF | 402 | $67,700 | 905 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COLGATE PALMOLIVE CO | COM | 403 | $67,628 | 751 | 0.00 | 0.00 | -1,103 | -59.49 | 03-31-2024 |
| DT MIDSTREAM INC | COMMON STOCK | 404 | $66,927 | 1,090 | 0.00 | 0.00 | -59 | -5.13 | 03-31-2024 |
