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 |
|---|---|---|---|---|---|---|---|---|---|
| UTILITIES SELECT SECTOR SPDR FUND | ETF | 301 | $28,278 | 415 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES RUSSELL 1000 ETF | ETF | 302 | $56,722 | 191 | 0.00 | 0.00 | -18 | -8.61 | 06-30-2024 |
| GRAINGER W W INC COM | Stock | 303 | $69,472 | 77 | 0.00 | 0.00 | -23 | -23.00 | 06-30-2024 |
| BAKER HUGHES COMPANY CL A | Stock | 304 | $72,978 | 2,075 | 0.00 | 0.00 | 41 | 2.02 | 06-30-2024 |
