Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT INC | 02-12-2024 | 12-31-2023 | 83 | 323,319,488 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Auto Data Processing | COM | 101 | $404,203 | 1,735 | 0.00 | 0.00 | -13 | -0.74 | 12-31-2023 |
| Vanguard Ftse Developed | VAN FTSE DEV MKT | 102 | $371,177 | 7,749 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Otis Worldwide Corp | COM | 103 | $370,585 | 4,142 | 0.00 | 0.00 | -9 | -0.22 | 12-31-2023 |
| Pentair Plc | COM | 104 | $361,805 | 4,976 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
