Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WADDELL & ASSOCIATES LLC | 02-14-2024 | 12-31-2023 | 147 | 743,531,927 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P400 | 51 | $1,063,850 | 21,836 | 0.00 | 0.00 | 8,442 | 63.03 | 12-31-2023 |
| WISDOMTREE TR | ARTIFICIAL INTEL | 52 | $1,016,458 | 49,128 | 0.00 | 0.00 | 37,356 | 317.33 | 12-31-2023 |
| AFLAC INC | COM | 53 | $987,833 | 11,990 | 0.00 | 0.00 | -5,326 | -30.76 | 12-31-2023 |
| LISTED FD TR | CORE ALT FD | 54 | $975,620 | 35,490 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
