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
ENERGY RECOVERY INC COM 2051 $6,000 253 0.00 253 +Inf 09-30-2022
E L F BEAUTY INC COM 2052 $6,000 149 0.00 149 +Inf 09-30-2022
DUFF & PHELPS UTLITY AND INF COM 2053 $6,000 500 0.00 500 +Inf 09-30-2022
COVETRUS INC COM 2054 $6,000 289 0.00 289 +Inf 09-30-2022
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