Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RUEDI WEALTH MANAGEMENT INC | 07-17-2024 | 06-30-2024 | 492 | 253,953,611 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | 101 | $50,326 | 59 | 0.00 | 0.00 | 25 | 73.53 | 06-30-2024 |
| UNITEDHEALTH GROUP INC | COM | 102 | $50,154 | 98 | 0.00 | 0.00 | 22 | 28.95 | 06-30-2024 |
| NATURAL RESOURCE PARTNERS L | COM UNIT LTD PAR | 103 | $49,302 | 550 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MERCK & CO INC | COM | 104 | $49,209 | 397 | 0.00 | 0.00 | 86 | 27.65 | 06-30-2024 |
