Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WIPFLI FINANCIAL ADVISORS LLC 10-26-2022 09-30-2022 2676 1,422,798,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
HUBSPOT INC COM 1101 $49,000 180 0.00 180 +Inf 09-30-2022
HEICO CORP NEW COM 1102 $49,000 339 0.00 339 +Inf 09-30-2022
EQUITRANS MIDSTREAM CORP COM 1103 $49,000 6,585 0.00 6,585 +Inf 09-30-2022
CIRRUS LOGIC INC COM 1104 $49,000 711 0.00 711 +Inf 09-30-2022
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