Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MBE WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 92 | 161,947,841 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | CL A | 51 | $562,955 | 1,169 | 0.00 | 0.00 | -7 | -0.60 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 52 | $540,460 | 3,191 | 0.00 | 0.00 | 308 | 10.68 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 53 | $523,584 | 5,647 | 0.00 | 0.00 | -224 | -3.82 | 03-31-2024 |
| MCDONALDS CORP | COM | 54 | $520,394 | 1,846 | 0.00 | 0.00 | 34 | 1.88 | 03-31-2024 |
