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 |
---|---|---|---|---|---|---|---|---|---|
KRAFT HEINZ COMPANY | KHC | 901 | $1,930 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SANDVIK AB ADR | SDVKY | 902 | $1,929 | 88 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ISHARES TR CORE 1 5 YR USD | ISTB | 903 | $1,922 | 41 | 0.00 | 0.02 | -586 | -93.46 | 03-31-2024 |
SPDR S&P 600 SMALL CAP VALUE ETF | SLYV | 904 | $1,908 | 25 | 0.00 | 0.00 | -9 | -26.47 | 03-31-2024 |