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
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
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