Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FILBRANDT WEALTH MANAGEMENT LLC | 10-06-2021 | 09-30-2021 | 246 | 174,215,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Edison International | COM | 151 | $6,000 | 104 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
| Duke Energy Corporation | COM | 152 | $6,000 | 58 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
| Pfizer, Inc. | COM | 153 | $5,000 | 111 | 0.00 | 0.01 | -220 | -66.47 | 09-30-2021 |
| Intuitive Surgical | COM | 154 | $5,000 | 5 | 0.00 | 5 | +Inf | 09-30-2021 |
