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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA GRWTH IND | 101 | $577,280 | 1,837 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PEPSICO INC | COM | 102 | $575,771 | 3,491 | 0.00 | 0.00 | -227 | -6.11 | 06-30-2024 |
| LENNAR CORP | CL A | 103 | $557,367 | 3,719 | 0.00 | 0.00 | 37 | 1.00 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | NEXT GEN MEDIA | 104 | $556,361 | 11,703 | 0.00 | 0.00 | 4,556 | 63.75 | 06-30-2024 |
