Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WETZEL INVESTMENT ADVISORS INC | 04-23-2024 | 03-31-2024 | 1119 | 169,848,395 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR CORE US AGGBD ET | AGG | 1 | $13,805,770 | 144,897 | 0.01 | 8.76 | 1,153 | 0.80 | 03-31-2024 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | VOO | 2 | $9,714,516 | 21,167 | 0.01 | 5.52 | 590 | 2.87 | 03-31-2024 |
| JPMORGAN CHASE & COMPANY | JPM | 3 | $8,378,710 | 46,227 | 0.00 | 4.91 | -788 | -1.68 | 03-31-2024 |
| ELI LILLY & COMPANY | LLY | 4 | $6,984,232 | 9,363 | 0.00 | 3.43 | -223 | -2.33 | 03-31-2024 |
