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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | CLOUD COMPUTNG | 451 | $10,969 | 315 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ZURN ELKAY WATER SOLNS CORP | COM | 452 | $10,544 | 315 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 453 | $10,429 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AON PLC | SHS CL A | 454 | $10,346 | 31 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
