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 |
|---|---|---|---|---|---|---|---|---|---|
| MUELLER INDS INC | COM | 101 | $592,745 | 10,991 | 0.00 | 0.00 | 538 | 5.15 | 03-31-2024 |
| MEDTRONIC PLC | SHS | 102 | $575,016 | 6,598 | 0.00 | 0.00 | -7 | -0.11 | 03-31-2024 |
| CENCORA INC | COM | 103 | $574,185 | 2,363 | 0.00 | 0.00 | 54 | 2.34 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 104 | $542,401 | 1,565 | 0.00 | 0.00 | 3 | 0.19 | 03-31-2024 |
