Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WETZEL INVESTMENT ADVISORS INC | 04-23-2024 | 03-31-2024 | 1119 | 169,848,395 |
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 |