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  Name: WADDELL & ASSOCIATES LLC
  City: MEMPHIS
  State: TN
  Zip: 38117
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $743,530,000
  Total Value Change : $59,951,000
  Securities Held Change : -25
   
All Securities Held : 147
  New Positions : 3
  Closed Positions : 29
  Increased Positions : 24
  Unchanged Positions : 32
  Decreased Positions : 88

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 13 New $0.00 $25,618,000 454,293 3.45% 25,618,000 454,293 0.409    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 126 New $75.44 $268,000 3,898 0.04% 268,000 3,898 0    Investment Brokerage ...
   (HLT)1 Year Chart         HLT Hilton Worldwide Holdings Inc. 138 New $203.48 $230,000 1,263 0.03% 230,000 1,263 0    Lodging
      3 Records Found
  1    
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