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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | Liquidated | $0 | 0 | 0.00 | 113 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE-TRADED FD | NASDQ OIL GAS | Liquidated | $0 | 0 | 0.00 | 680 | +Inf | 03-31-2024 | |
| ELEVANCE HEALTH INC | COM | 503 | $19,186 | 37 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STARBUCKS CORP | COM | 504 | $18,918 | 207 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
