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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | ETF | 151 | $148,566 | 1,421 | 0.00 | 0.00 | 1 | 0.07 | 06-30-2024 |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | ETF | 152 | $103,571 | 2,041 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BOEING CO COM | Stock | 153 | $229,333 | 1,260 | 0.00 | 0.00 | -102 | -7.49 | 06-30-2024 |
| BENTLEY SYS INC COM CL B | Stock | Liquidated | $251,051 | 5,005 | 0.00 | 0.00 | 5,005 | +Inf | 09-30-2023 |
