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 |
|---|---|---|---|---|---|---|---|---|---|
| LIBERTY MEDIA CORP DEL COM LBTY SRM S C | Stock | Liquidated | $0 | 0 | 0.00 | 11 | +Inf | 06-30-2024 | |
| NATIONAL HEALTHCARE CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| BLUE BIRD CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 6 | +Inf | 03-31-2023 | |
| ROCKET LAB USA INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 67 | +Inf | 03-31-2023 |
