Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GEN-WEALTH PARTNERS INC | 08-13-2024 | 06-30-2024 | 647 | 206,960,631 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONSOLIDATED EDISON INC COM | Stock | 101 | $507,016 | 5,670 | 0.00 | 0.00 | -583 | -9.32 | 06-30-2024 |
| STRYKER CORPORATION COM | Stock | 102 | $499,018 | 1,467 | 0.00 | 0.00 | 84 | 6.07 | 06-30-2024 |
| WP CAREY INC COM | REIT | 103 | $497,817 | 9,043 | 0.00 | 0.00 | 3,893 | 75.59 | 06-30-2024 |
| SMITH A O CORP COM | Stock | 104 | $494,304 | 6,044 | 0.00 | 0.00 | 464 | 8.32 | 06-30-2024 |
