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 |
---|---|---|---|---|---|---|---|---|---|
KOSMOS ENERGY LIMITED | KOS | 351 | $24,610 | 4,061 | 0.00 | 0.02 | 0 | 0.00 | 03-31-2024 |
ISHARES TR EAFE VALUE ETF | EFV | 352 | $24,536 | 467 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
VANGUARD SMALL CAP GROWTH ETF | VBK | 353 | $24,480 | 102 | 0.00 | 102 | +Inf | 03-31-2024 | |
CHARTER COMMUNICATIONS INCORPORATED NEW CLASS A | CHTR | 354 | $24,432 | 94 | 0.00 | 0.02 | 30 | 46.88 | 03-31-2024 |