Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
JOHNSON MIDWEST FINANCIAL LLC | 11-07-2023 | 09-30-2023 | 376 | 44,703,530 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BNY MELLON STRATEGIC MUNS IN | COM | 101 | $83,857 | 15,733 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ALPS ETF TR | OSHARES US QUALT | 102 | $80,925 | 1,930 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
UNION PAC CORP | COM | 103 | $80,245 | 394 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
DUKE ENERGY CORP NEW | COM NEW | 104 | $79,242 | 898 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |