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 |
|---|---|---|---|---|---|---|---|---|---|
| VIATRIS INC COM | Stock | 1251 | $2,295 | 216 | 0.00 | 0.00 | -104 | -32.50 | 06-30-2024 |
| ISHARES VIRTUAL WORK AND LIFE MULTISECTOR ETF | ETF | 1252 | $448 | 30 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| UNUM GROUP COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| TEEKAY CORPORATION COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
