Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MEASURED WEALTH PRIVATE CLIENT GROUP LLC | 04-18-2024 | 03-31-2024 | 185 | 286,294,106 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BECTON DICKINSON & CO | COM | 201 | $335,542 | 1,356 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 202 | $333,081 | 1,824 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DELTA AIR LINES INC DEL | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,798 | 27.89 | 03-31-2024 |
| BLACKROCK INC | COM | 204 | $329,312 | 395 | 0.00 | 0.00 | -2 | -0.50 | 03-31-2024 |
