Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALBION FINANCIAL GROUP /UT | 04-19-2024 | 03-31-2024 | 503 | 1,295,413,673 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BAKER HUGHES COMPANY | CL A | 701 | $1,675 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCIENCE 37 HOLDINGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HUBBELL INC | COM | 703 | $1,661 | 4 | 0.00 | 4 | +Inf | 03-31-2024 | |
| FATE THERAPEUTICS INC | COM | 704 | $1,652 | 225 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
