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 |
|---|---|---|---|---|---|---|---|---|---|
| BANC OF CALIFORNIA INC | COM | 551 | $13,963 | 918 | 0.00 | 0.00 | 262 | 39.94 | 03-31-2024 |
| ISHARES TR | MSCI USA VALUE | Liquidated | $0 | 0 | 0.00 | 136 | +Inf | 03-31-2024 | |
| AIRBNB INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 03-31-2024 | |
| ASTRAZENECA PLC | COM | Liquidated | $13,550 | 200 | 0.00 | 0.00 | 200 | +Inf | 03-31-2024 |
