Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WETZEL INVESTMENT ADVISORS INC | 04-23-2024 | 03-31-2024 | 1119 | 169,848,395 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CNH INDL N V SHS | CNHI | 701 | $5,072 | 409 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PACER TRENDPILOT US MID CAP ETF | PTMC | 702 | $5,016 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALERIAN MLP ETF | AMLP | 703 | $5,007 | 108 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOFTBANK GROUP CORPORATION UNSPONSORED ADR | SFTBY | Liquidated | $0 | 0 | 0.00 | 220 | +Inf | 03-31-2024 |