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
DELTA AIR LINES INC DEL COM NEW Liquidated $0 0 0.00 50 +Inf 03-31-2024
SPLUNK INC COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
FRESENIUS MEDICAL CARE AG COM Liquidated $1,928 100 0.00 0.00 100 +Inf 03-31-2024
HOULIHAN LOKEY INC COM 754 $1,923 15 0.00 15 +Inf 03-31-2024
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