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 |
|---|---|---|---|---|---|---|---|---|---|
| UNUM GROUP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,114 | -20.52 | 06-30-2024 |
| LOWES COS INC | COM | 152 | $439,156 | 1,992 | 0.00 | 0.00 | -65 | -3.16 | 06-30-2024 |
| ARCH CAP GROUP LTD | ORD | 153 | $429,691 | 4,259 | 0.00 | 4,259 | +Inf | 06-30-2024 | |
| ACCENTURE PLC IRELAND | SHS CLASS A | 154 | $429,287 | 1,415 | 0.00 | 0.00 | -150 | -9.58 | 06-30-2024 |
