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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 51 | $844,577 | 5,339 | 0.00 | 0.00 | -1,309 | -19.69 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 52 | $841,410 | 17,453 | 0.00 | 0.00 | -1,389 | -7.37 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 53 | $827,622 | 6,438 | 0.00 | 0.00 | 719 | 12.57 | 03-31-2024 |
| STELLANTIS N.V | SHS | 54 | $804,881 | 28,441 | 0.00 | 0.00 | 5,432 | 23.61 | 03-31-2024 |
