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 |
|---|---|---|---|---|---|---|---|---|---|
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 501 | $4,960 | 453 | 0.00 | 453 | +Inf | 03-31-2024 | |
| NET LEASE OFFICE PROPERTIES COM | REIT | 502 | $4,950 | 208 | 0.00 | 208 | +Inf | 03-31-2024 | |
| INSPERITY INC COM | Stock | 503 | $4,932 | 45 | 0.00 | 45 | +Inf | 03-31-2024 | |
| FEDEX CORP COM | Stock | 504 | $4,926 | 17 | 0.00 | 17 | +Inf | 03-31-2024 |
