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 |
|---|---|---|---|---|---|---|---|---|---|
| VESTIS CORPORATION COM SHS | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| TARGA RES CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 5 | 50.00 | 03-31-2023 |
| COSTAR GROUP INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 9 | 52.94 | 03-31-2023 |
| KENVUE INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -45 | -30.00 | 03-31-2023 |
