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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | FINANCIAL | 301 | $242,780 | 5,764 | 0.00 | 5,764 | +Inf | 03-31-2024 | |
| AXCELIS TECHNOLOGIES INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 1,415 | +Inf | 12-31-2023 | |
| ISHARES TR | PFD AND INCM SEC | 303 | $224,643 | 6,970 | 0.00 | 0.00 | -2,392 | -25.55 | 03-31-2024 |
| RLI CORP | COM | Liquidated | $0 | 0 | 0.00 | 1,598 | +Inf | 12-31-2023 |
