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 |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO COM | Stock | 201 | $150,656 | 1,517 | 0.00 | 0.00 | -29 | -1.88 | 06-30-2024 |
| HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 202 | $20,551 | 141 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 203 | $155,901 | 1,555 | 0.00 | 0.00 | -202 | -11.50 | 06-30-2024 |
| MICROSTRATEGY INC CL A NEW | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -13 | -37.14 | 06-30-2023 |
