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
CERENCE INC COM 1801 $12,000 754 0.00 754 +Inf 09-30-2022
CVB FINL CORP COM 1802 $12,000 470 0.00 470 +Inf 09-30-2022
CSG SYS INTL INC COM 1803 $12,000 231 0.00 231 +Inf 09-30-2022
ATARA BIOTHERAPEUTICS INC COM 1804 $12,000 3,079 0.00 3,079 +Inf 09-30-2022
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