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 |
|---|---|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANCORP COM | Stock | 301 | $97,063 | 2,660 | 0.00 | 0.00 | -6,091 | -69.60 | 06-30-2024 |
| US BANCORP DEL COM NEW | Stock | 302 | $96,471 | 2,430 | 0.00 | 0.00 | -482 | -16.55 | 06-30-2024 |
| APPLIED MATLS INC COM | Stock | 303 | $96,048 | 407 | 0.00 | 0.00 | 96 | 30.87 | 06-30-2024 |
| NVENT ELECTRIC PLC SHS | Stock | 304 | $95,763 | 1,250 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
