Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WETZEL INVESTMENT ADVISORS INC | 04-23-2024 | 03-31-2024 | 1119 | 169,848,395 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | GSLC | 51 | $575,446 | 5,822 | 0.00 | 0.39 | -894 | -13.31 | 03-31-2024 |
| VERIZON COMMUNICATIONS INCORPORATED | VZ | 52 | $570,853 | 14,225 | 0.00 | 0.24 | 3,760 | 35.93 | 03-31-2024 |
| HOME DEPOT INCORPORATED | HD | 53 | $543,609 | 1,633 | 0.00 | 0.34 | 23 | 1.43 | 03-31-2024 |
| ISHARES TR U.S. TECH ETF | IYW | 54 | $542,532 | 4,225 | 0.00 | 0.31 | 125 | 3.05 | 03-31-2024 |
