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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM | Stock | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 09-30-2023 | |
| TENET HEALTHCARE CORP COM NEW | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 57.14 | 03-31-2023 |
| VISTRA CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -30 | -63.83 | 03-31-2023 |
| VANGUARD MID-CAP ETF | ETF | 1104 | $14,768 | 61 | 0.00 | 0.00 | 46 | 306.67 | 06-30-2024 |
