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 |
|---|---|---|---|---|---|---|---|---|---|
| STEEL DYNAMICS INC | COM | 51 | $995,957 | 6,719 | 0.00 | 0.00 | 37 | 0.55 | 03-31-2024 |
| SPDR SER TR | S&P 400 MDCP GRW | 52 | $995,717 | 11,407 | 0.00 | 0.00 | -3,918 | -25.57 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 53 | $993,235 | 15,079 | 0.00 | 0.00 | -3,095 | -17.03 | 03-31-2024 |
| APPLIED INDL TECHNOLOGIES IN | COM | 54 | $968,983 | 4,905 | 0.00 | 0.00 | 59 | 1.22 | 03-31-2024 |
