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 |
---|---|---|---|---|---|---|---|---|---|
SPINNAKER ETF SERIES | CANNABIS ETF | 2551 | $1,000 | 510 | 0.00 | 510 | +Inf | 09-30-2022 | |
ISHARES TR | AGGRES ALLOC ETF | 2552 | $1,000 | 15 | 0.00 | 15 | +Inf | 09-30-2022 | |
LEXINFINTECH HLDGS LTD | ADR | 2553 | $1,000 | 852 | 0.00 | 852 | +Inf | 09-30-2022 | |
GRUPO SIMEC SAB DE C V | ADR | 2554 | $1,000 | 30 | 0.00 | 30 | +Inf | 09-30-2022 |