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 ENHANCED LARGE CAP CORE ETF | ETF | Liquidated | $0 | 0 | 0.00 | 22 | +Inf | 03-31-2023 | |
| EXELIXIS INC COM | Stock | 1202 | $656 | 30 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| BEL FUSE INC CL B | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 66.67 | 03-31-2023 |
| TRIMBLE INC COM | Stock | 1204 | $671 | 12 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
