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 |
|---|---|---|---|---|---|---|---|---|---|
| COMCAST CORP NEW | CL A | 251 | $294,953 | 7,532 | 0.00 | 0.00 | -3,894 | -34.08 | 06-30-2024 |
| AXON ENTERPRISE INC | COM | 252 | $294,240 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO DB COMMDY INDX TRCK | UNIT | Liquidated | $0 | 0 | 0.00 | 0.00 | -14,117 | -52.78 | 06-30-2024 |
| EXPEDIA GROUP INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 2,091 | +Inf | 06-30-2024 |
