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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
REINSURANCE GRP OF AMERICA I | COM NEW | 51 | $935,415 | 4,557 | 0.00 | 0.00 | 274 | 6.40 | 06-30-2024 |
APPLIED INDL TECHNOLOGIES IN | COM | 52 | $934,692 | 4,818 | 0.00 | 0.00 | -87 | -1.77 | 06-30-2024 |
ELI LILLY & CO | COM | 53 | $917,150 | 1,013 | 0.00 | 0.00 | 16 | 1.60 | 06-30-2024 |
MOLSON COORS BEVERAGE CO | CL B | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,058 | 8.41 | 06-30-2024 |