Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LANDAAS & CO /WI /ADV | 05-08-2024 | 03-31-2024 | 86 | 307,475,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR MORNINGSTAR U S EQUITY ETF | MORNINGSTR US EQ | Liquidated | $0 | 0 | 0.00 | 0.00 | 22 | 0.35 | 03-31-2024 |
| ALPHABET INC CL A | COM | Liquidated | $0 | 0 | 0.00 | 2,840 | +Inf | 03-31-2024 | |
| COCA COLA CO COM | COM | 53 | $394,000 | 6,432 | 0.00 | 0.00 | -11 | -0.17 | 03-31-2024 |
| LINDE PLC NEW SHS ISIN#IE000S9YS762 | SHS | 54 | $384,000 | 828 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
