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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED AIRLS HLDGS INC | COM | 501 | $535 | 11 | 0.00 | 11 | +Inf | 06-30-2024 | |
| FIDELITY NATL INFORMATION SV | COM | 502 | $528 | 7 | 0.00 | 7 | +Inf | 06-30-2024 | |
| KYNDRYL HLDGS INC | COMMON STOCK | 503 | $526 | 20 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FOX CORP | CL A COM | 504 | $516 | 15 | 0.00 | 15 | +Inf | 06-30-2024 |
