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 |
|---|---|---|---|---|---|---|---|---|---|
| AUTOMATIC DATA PROCESSING IN | COM | 151 | $423,559 | 1,696 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 152 | $423,497 | 881 | 0.00 | 0.00 | -799 | -47.56 | 03-31-2024 |
| MARATHON PETE CORP | COM | 153 | $420,329 | 2,086 | 0.00 | 0.00 | 136 | 6.97 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 154 | $401,866 | 6,288 | 0.00 | 0.00 | 197 | 3.23 | 03-31-2024 |
