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 IBONDS DEC 2024 TERM CORPORATE ETF | ETF | 401 | $34,622 | 1,400 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| TJX COS INC NEW COM | Stock | 402 | $42,609 | 387 | 0.00 | 0.00 | 77 | 24.84 | 06-30-2024 |
| INDEPENDENCE RLTY TR INC COM | REIT | 403 | $45,538 | 2,430 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BCE INC COM NEW | Stock | 404 | $31,361 | 969 | 0.00 | 0.00 | -30 | -3.00 | 06-30-2024 |
