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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 101 | $157,870 | 3,081 | 0.00 | 0.00 | -98 | -3.08 | 06-30-2024 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 102 | $425,896 | 2,593 | 0.00 | 0.00 | -54 | -2.04 | 06-30-2024 |
| ISHARES ESG AWARE MSCI EM ETF | ETF | 103 | $179,614 | 5,357 | 0.00 | 0.00 | -131 | -2.39 | 06-30-2024 |
| NEXTERA ENERGY INC COM | Stock | 104 | $940,558 | 13,283 | 0.00 | 0.00 | 671 | 5.32 | 06-30-2024 |
