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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 151 | $24,614 | 46 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MORGAN STANLEY | COM NEW | 152 | $24,103 | 248 | 0.00 | 0.00 | 53 | 27.18 | 06-30-2024 |
| COCA COLA CO | COM | 153 | $24,071 | 378 | 0.00 | 0.00 | 42 | 12.50 | 06-30-2024 |
| MARRIOTT INTL INC NEW | CL A | 154 | $23,935 | 99 | 0.00 | 0.00 | 9 | 10.00 | 06-30-2024 |
