Q4 2023 13F Detailed Holdings
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Location
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Lenexa, KS
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Holdings as of
-
12/31/2023
-
Value ($000)
-
$1,675
-
Num holdings
-
17
-
Date filed
-
5/28/2025
-
Form type
-
13F-HR/A - NEW HOLDINGS
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Prev filing
-
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 2 |
Orion Portfolio Solutions, LLC |
028-20154 |
| 5 |
VISE AI Advisors |
|