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 |
|---|---|---|---|---|---|---|---|---|---|
| ROCKWELL AUTOMATION INC | COM | 451 | $1,101 | 4 | 0.00 | 4 | +Inf | 06-30-2024 | |
| DELTA AIR LINES INC DEL | COM NEW | 452 | $1,091 | 23 | 0.00 | 23 | +Inf | 06-30-2024 | |
| SYNCHRONY FINANCIAL | COM | 453 | $1,085 | 23 | 0.00 | 23 | +Inf | 06-30-2024 | |
| OREILLY AUTOMOTIVE INC | COM | 454 | $1,056 | 1 | 0.00 | 1 | +Inf | 06-30-2024 |
