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 |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | RUS 1000 VAL ETF | 251 | $448,000 | 3,291 | 0.03 | 0.00 | 1,539 | 87.84 | 09-30-2022 |
MSCI INC | COM | 252 | $446,000 | 1,057 | 0.03 | 1,057 | +Inf | 09-30-2022 | |
AUTODESK INC | COM | 253 | $446,000 | 2,388 | 0.03 | 2,388 | +Inf | 09-30-2022 | |
TOYOTA MOTOR CORP | ADS | 254 | $446,000 | 3,424 | 0.03 | 3,424 | +Inf | 09-30-2022 |