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 |
|---|---|---|---|---|---|---|---|---|---|
| RESTAURANT BRANDS INTL INC | COM | 501 | $38,534 | 485 | 0.00 | 0.00 | -59 | -10.85 | 03-31-2024 |
| CARRIER GLOBAL CORPORATION | COM | 502 | $38,250 | 658 | 0.00 | 0.00 | 5 | 0.77 | 03-31-2024 |
| UNION PAC CORP | COM | 503 | $38,120 | 155 | 0.00 | 0.00 | 2 | 1.31 | 03-31-2024 |
| COMPANIA CERVECERIAS UNIDAS | SPONSORED ADR | 504 | $37,637 | 3,139 | 0.00 | 0.00 | -157 | -4.76 | 03-31-2024 |
