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 |
|---|---|---|---|---|---|---|---|---|---|
| EXPONENT INC | COM | 451 | $51,764 | 626 | 0.00 | 0.00 | 507 | 426.05 | 03-31-2024 |
| DEERE & CO | COM | 452 | $51,754 | 126 | 0.00 | 0.00 | 121 | 2420.00 | 03-31-2024 |
| KLA CORP | COM NEW | 453 | $51,695 | 74 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MCKESSON CORP | COM | 454 | $51,001 | 95 | 0.00 | 0.00 | -9 | -8.65 | 03-31-2024 |
