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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLEGION PLC | ORD SHS | 251 | $8,389 | 71 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ELI LILLY & CO | COM | 252 | $8,148 | 9 | 0.00 | 9 | +Inf | 06-30-2024 | |
| AT&T INC | COM | 253 | $8,059 | 422 | 0.00 | 0.00 | 176 | 71.54 | 06-30-2024 |
| DARDEN RESTAURANTS INC | COM | 254 | $8,020 | 53 | 0.00 | 53 | +Inf | 06-30-2024 |
