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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 701 | $15,836 | 131 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CINTAS CORP | COM | 702 | $15,802 | 23 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WELLTOWER INC | COM | 703 | $15,698 | 168 | 0.00 | 0.00 | 2 | 1.20 | 03-31-2024 |
| GLOBUS MED INC | CL A | 704 | $15,502 | 289 | 0.00 | 0.00 | 193 | 201.04 | 03-31-2024 |
