Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UMB BANK NA | 03-31-2024 | 03-31-2024 | 3036 | 6,314,282,906 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Novartis AG | SPONSORED ADR | 601 | $1,005,509 | 10,395 | 0.00 | 0.00 | -496 | -4.55 | 03-31-2024 |
| Fortive Corp | COM | 602 | $1,005,230 | 11,686 | 0.00 | 0.00 | -332 | -2.76 | 03-31-2024 |
| Charles Schwab Investment Management Inc | US LCAP GR ETF | 603 | $1,000,356 | 10,789 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PTC Inc | COM | 604 | $999,115 | 5,288 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
