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 |
|---|---|---|---|---|---|---|---|---|---|
| ARK INNOVATION ETF | ETF | 601 | $2,989 | 68 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MODERNA INC COM | Stock | 602 | $2,969 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | ETF | 603 | $2,858 | 70 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| HERBALIFE LTD COM SHS | Stock | 604 | $2,764 | 266 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
