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 |
|---|---|---|---|---|---|---|---|---|---|
| QUANTUMSCAPE CORP | COM CL A | 501 | $6,938 | 1,103 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMPLIFY ETF TR | AMPLIFY ALTERNAT | 502 | $6,862 | 1,642 | 0.00 | 1,642 | +Inf | 03-31-2024 | |
| SPDR SER TR | S&P BIOTECH | 503 | $6,643 | 70 | 0.00 | 0.00 | -704 | -90.96 | 03-31-2024 |
| SPOTIFY TECHNOLOGY S A | SHS | 504 | $6,598 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
