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 |
|---|---|---|---|---|---|---|---|---|---|
| DOW INC COM | Stock | 251 | $116,386 | 2,194 | 0.00 | 0.00 | 116 | 5.58 | 06-30-2024 |
| PHILLIPS 66 COM | Stock | 252 | $108,090 | 766 | 0.00 | 0.00 | 51 | 7.13 | 06-30-2024 |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | ETF | 253 | $2,653,417 | 90,130 | 0.00 | 0.00 | 9,890 | 12.33 | 06-30-2024 |
| TOLL BROTHERS INC COM | Stock | 254 | $155,263 | 1,348 | 0.00 | 0.00 | 3 | 0.22 | 06-30-2024 |
