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 |
|---|---|---|---|---|---|---|---|---|---|
| BLOCK INC | CL A | 801 | $10,150 | 120 | 0.00 | 0.00 | 105 | 700.00 | 03-31-2024 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 802 | $10,125 | 45 | 0.00 | 45 | +Inf | 03-31-2024 | |
| NETAPP INC | COM | 803 | $10,078 | 96 | 0.00 | 0.00 | 30 | 45.45 | 03-31-2024 |
| PINTEREST INC | CL A | 804 | $9,951 | 287 | 0.00 | 0.00 | 72 | 33.49 | 03-31-2024 |
