Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GEN-WEALTH PARTNERS INC | 05-15-2024 | 03-31-2024 | 631 | 201,688,477 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VALERO ENERGY CORP COM | Stock | 401 | $34,138 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
| ENBRIDGE INC COM | Stock | 402 | $34,118 | 943 | 0.00 | 943 | +Inf | 03-31-2024 | |
| HEWLETT PACKARD ENTERPRISE CO COM | Stock | 403 | $33,634 | 1,897 | 0.00 | 1,897 | +Inf | 03-31-2024 | |
| BRIGHTSPIRE CAPITAL INC COM CL A | REIT | 404 | $33,554 | 4,870 | 0.00 | 4,870 | +Inf | 03-31-2024 |
