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 |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN NAT RES LTD | COM | 201 | $347,242 | 9,754 | 0.00 | 0.00 | 5,310 | 119.49 | 06-30-2024 |
| PROCTER AND GAMBLE CO | COM | 202 | $346,827 | 2,103 | 0.00 | 0.00 | 4 | 0.19 | 06-30-2024 |
| PHILLIPS 66 | COM | 203 | $342,565 | 2,427 | 0.00 | 0.00 | 32 | 1.34 | 06-30-2024 |
| RTX CORPORATION | COM | 204 | $339,921 | 3,386 | 0.00 | 0.00 | 22 | 0.65 | 06-30-2024 |
