Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 1001 | $617,000 | 4,133 | 0.04 | 4,133 | +Inf | 09-30-2022 | |
EA SERIES TRUST | COM | 1002 | $767,931 | 4,083 | 0.00 | 4,083 | +Inf | 06-30-2023 | |
LINCOLN NATIONAL CORP | COM | 1003 | $770,826 | 4,068 | 0.00 | 0.04 | -9,047 | -68.98 | 12-31-2023 |
ASB CONSULTORES LLC | COM | 1004 | $836,887 | 4,063 | 0.00 | 0.00 | 2,823 | 227.66 | 03-31-2024 |