Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WR WEALTH PLANNERS LLC | 08-01-2024 | 09-30-2023 | 917 | 262,578,836 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
NIO INC SPON ADS | ADR | 1351 | $104 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
UBER TECHNOLOGIES INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 344 | 563.93 | 06-30-2023 |
AMERICA MOVIL SAB DE CV SPON ADS RP CL B | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ING GROEP N.V. SPONSORED ADR | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |