Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WETZEL INVESTMENT ADVISORS INC | 04-23-2024 | 03-31-2024 | 1119 | 169,848,395 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
JP MORGAN BETABUILDERS DEV ASIA PACIFIC EX-JAPAN ETF | BBAX | 251 | $51,285 | 1,120 | 0.00 | 0.03 | 0 | 0.00 | 03-31-2024 |
SPDR BLOOMBERG INVESTMENT GRADE FLOATING | FLRN | 252 | $50,604 | 1,643 | 0.00 | 0.03 | -143 | -8.01 | 03-31-2024 |
CALL: CITIGROUP INCORPORATED COM NEW JAN 47.50 EXP 01/17/25 | C | 253 | $50,600 | 40 | 0.00 | 40 | +Inf | 03-31-2024 | |
ISHARES TR RUS 1000 ETF | IWB | 254 | $50,504 | 184 | 0.00 | 0.05 | -100 | -35.21 | 03-31-2024 |