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
PHYSICIANS RLTY TR COM 1501 $24,000 1,605 0.00 1,605 +Inf 09-30-2022
OPEN TEXT CORP COM 1502 $24,000 926 0.00 926 +Inf 09-30-2022
NATIONAL VISION HLDGS INC COM 1503 $24,000 720 0.00 720 +Inf 09-30-2022
MORNINGSTAR INC COM 1504 $24,000 115 0.00 115 +Inf 09-30-2022
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