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 |
|---|---|---|---|---|---|---|---|---|---|
| KKR & CO INC COM | Stock | 351 | $74,720 | 710 | 0.00 | 710 | +Inf | 06-30-2024 | |
| BELLRING BRANDS INC COMMON STOCK | Stock | Liquidated | $0 | 0 | 0.00 | 1,250 | +Inf | 06-30-2024 | |
| OWENS CORNING NEW COM | Stock | 353 | $73,484 | 423 | 0.00 | 423 | +Inf | 06-30-2024 | |
| INSTALLED BLDG PRODS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 284 | +Inf | 06-30-2024 |
