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 |
|---|---|---|---|---|---|---|---|---|---|
| SUNCOR ENERGY INC NEW | COM | 551 | $30,820 | 835 | 0.00 | 0.00 | 763 | 1059.72 | 03-31-2024 |
| UNILEVER PLC | SPON ADR NEW | 552 | $30,667 | 611 | 0.00 | 0.00 | 31 | 5.34 | 03-31-2024 |
| FORTINET INC | COM | 553 | $30,398 | 445 | 0.00 | 0.00 | -249 | -35.88 | 03-31-2024 |
| INVESCO DB COMMDY INDX TRCK | UNIT | 554 | $30,390 | 1,323 | 0.00 | 0.00 | -80 | -5.70 | 03-31-2024 |
