Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WETZEL INVESTMENT ADVISORS INC 04-23-2024 03-31-2024 1119 169,848,395
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MCKESSON CORPORATION MCK 151 $135,928 262 0.00 0.07 0 0.00 03-31-2024
ARK ETF TRUST INNOVATION ETF ARKK 152 $135,896 3,167 0.00 0.12 -510 -13.87 03-31-2024
ORACLE CORPORATION ORCL 153 $134,908 1,163 0.00 0.09 -152 -11.56 03-31-2024
PROSHARES LARGE CAP CORE PLUS CSM 154 $133,976 2,330 0.00 0.08 0 0.00 03-31-2024
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