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 |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | COM | 751 | $12,502 | 44 | 0.00 | 0.00 | 1 | 2.33 | 03-31-2024 |
| DEXCOM INC | COM | 752 | $12,483 | 90 | 0.00 | 0.00 | 77 | 592.31 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 753 | $12,344 | 60 | 0.00 | 0.00 | 57 | 1900.00 | 03-31-2024 |
| INSULET CORP | COM | 754 | $12,341 | 72 | 0.00 | 72 | +Inf | 03-31-2024 |
