Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MEASURED WEALTH PRIVATE CLIENT GROUP LLC | 04-18-2024 | 03-31-2024 | 185 | 286,294,106 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 VL | 1 | $34,419,716 | 687,020 | 0.01 | 0.01 | -36,014 | -4.98 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 2 | $32,187,624 | 440,022 | 0.01 | 0.01 | -13,946 | -3.07 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P400 | 3 | $18,211,668 | 341,426 | 0.01 | 0.01 | -120,274 | -26.05 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 4 | $18,028,066 | 34,466 | 0.01 | 0.01 | -912 | -2.58 | 03-31-2024 |
