Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | 10-26-2022 | 09-30-2022 | 2676 | 1,422,798,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
KEURIG DR PEPPER INC | COM | 501 | $174,000 | 4,830 | 0.01 | 4,830 | +Inf | 09-30-2022 | |
BRIGHTHOUSE FINL INC | COM | 502 | $174,000 | 4,002 | 0.01 | 4,002 | +Inf | 09-30-2022 | |
NRG ENERGY INC | COM NEW | 503 | $173,000 | 4,514 | 0.01 | 4,514 | +Inf | 09-30-2022 | |
INVESCO EXCHANGE TRADED FD T | S&P SML600 VAL | 504 | $172,000 | 2,251 | 0.01 | 2,251 | +Inf | 09-30-2022 |