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 |
|---|---|---|---|---|---|---|---|---|---|
| EMERSON ELEC CO | COM | 351 | $3,525 | 32 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 352 | $3,457 | 56 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DTE ENERGY CO | COM | 353 | $3,441 | 31 | 0.00 | 0.00 | 5 | 19.23 | 06-30-2024 |
| YUM CHINA HLDGS INC | COM | 354 | $3,431 | 111 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
