Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | 10-26-2022 | 09-30-2022 | 2676 | 1,422,798,000 |
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 |