Shakespeare Wealth Management, LLC

Q3 2025 13F Holdings

Location
Pewaukee, WI
Holdings as of
9/30/2025
Value ($000)
$439,371
Num holdings
102
Date filed
11/4/2025
Form type
13F-HR
Prev filing
8/12/2025
Next filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type