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 |
|---|---|---|---|---|---|---|---|---|---|
| VALE S A SPONSORED ADS | ADR | 1001 | $1,955 | 175 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CADENCE DESIGN SYSTEM INC COM | Stock | 1002 | $6,771 | 22 | 0.00 | 0.00 | 2 | 10.00 | 06-30-2024 |
| TWILIO INC CL A | Stock | Liquidated | $2,341 | 40 | 0.00 | 0.00 | 40 | +Inf | 09-30-2023 |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 12 | 400.00 | 03-31-2023 |
