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 |
|---|---|---|---|---|---|---|---|---|---|
| KYNDRYL HLDGS INC | COMMON STOCK | 851 | $414 | 19 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VEEVA SYS INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| JINKOSOLAR HLDG CO LTD | SPONSORED ADR | 853 | $353 | 14 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| REDDIT INC | CL A | 854 | $346 | 7 | 0.00 | 7 | +Inf | 03-31-2024 |
