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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES PREFERRED & INCOME SECURITIES ETF | ETF | 451 | $23,978 | 760 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GE VERNOVA INC COM | Stock | 452 | $23,840 | 139 | 0.00 | 139 | +Inf | 06-30-2024 | |
| WHEATON PRECIOUS METALS CORP COM | Stock | 453 | $23,589 | 450 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EVERGY INC COM | Stock | 454 | $23,148 | 437 | 0.00 | 0.00 | -1,082 | -71.23 | 06-30-2024 |
