Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATWOOD & PALMER INC | 04-10-2024 | 03-31-2024 | 415 | 1,317,916,047 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MANAGED PORTFOLIO SERIES | COM | Liquidated | $17,582,817 | 628,856 | 0.00 | 0.00 | 628,856 | +Inf | 03-31-2024 |
| LOWES COS INC | COM | 52 | $17,038,887 | 66,890 | 0.00 | 0.00 | 983 | 1.49 | 03-31-2024 |
| WALMART INC | COM | 53 | $16,990,127 | 282,369 | 0.00 | 0.00 | 190,500 | 207.36 | 03-31-2024 |
| DRAFTKINGS INC NEW | COM CL A | Liquidated | $0 | 0 | 0.00 | 477,060 | +Inf | 03-31-2024 |
