Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WR WEALTH PLANNERS LLC | 08-01-2024 | 09-30-2023 | 917 | 262,578,836 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PACER US CASH COWS 100 ETF | ETF | 1 | $24,551,750 | 450,573 | 0.01 | 0.01 | -2,466 | -0.54 | 06-30-2024 |
| SPDR S&P 500 ETF TRUST | ETF | 2 | $30,096,562 | 55,302 | 0.01 | 0.01 | -860 | -1.53 | 06-30-2024 |
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | ETF | 3 | $25,405,601 | 253,853 | 0.01 | 0.01 | 25,035 | 10.94 | 06-30-2024 |
| AVANTIS INTERNATIONAL EQUITY ETF | ETF | 4 | $12,128,891 | 194,810 | 0.00 | 0.00 | -7,227 | -3.58 | 06-30-2024 |
