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 |
|---|---|---|---|---|---|---|---|---|---|
| REVVITY INC | COM | 551 | $210 | 2 | 0.00 | 2 | +Inf | 06-30-2024 | |
| CHURCH & DWIGHT CO INC | COM | 552 | $207 | 2 | 0.00 | 2 | +Inf | 06-30-2024 | |
| UNUM GROUP | COM | 553 | $204 | 4 | 0.00 | 4 | +Inf | 06-30-2024 | |
| ALASKA AIR GROUP INC | COM | 554 | $202 | 5 | 0.00 | 5 | +Inf | 06-30-2024 |
