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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINL INC | COM | 401 | $2,136 | 5 | 0.00 | 5 | +Inf | 06-30-2024 | |
| MICRON TECHNOLOGY INC | COM | 402 | $2,104 | 16 | 0.00 | 16 | +Inf | 06-30-2024 | |
| REGENERON PHARMACEUTICALS | COM | 403 | $2,102 | 2 | 0.00 | 2 | +Inf | 06-30-2024 | |
| TARGET CORP | COM | 404 | $2,073 | 14 | 0.00 | 14 | +Inf | 06-30-2024 |
