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
BOOKING HOLDINGS INC COM 301 $352,000 214 0.02 214 +Inf 09-30-2022
TOTALENERGIES SE SPONSORED ADS 302 $350,000 7,468 0.02 7,468 +Inf 09-30-2022
CAPITAL ONE FINL CORP COM 303 $350,000 3,801 0.02 3,801 +Inf 09-30-2022
EBAY INC. COM 304 $348,000 9,450 0.02 9,450 +Inf 09-30-2022
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