Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MEASURED WEALTH PRIVATE CLIENT GROUP LLC | 08-12-2024 | 06-30-2024 | 186 | 284,656,409 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 1 | $33,538,502 | 418,551 | 0.01 | 0.01 | -21,471 | -4.88 | 06-30-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 2 | $32,489,241 | 666,583 | 0.01 | 0.01 | -20,437 | -2.97 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO S&P400 | 3 | $18,053,784 | 351,926 | 0.01 | 0.01 | 10,500 | 3.08 | 06-30-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 4 | $16,253,539 | 29,866 | 0.01 | 0.01 | -4,600 | -13.35 | 06-30-2024 |
