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 |
|---|---|---|---|---|---|---|---|---|---|
| HIMS & HERS HEALTH INC COM CL A | Stock | Liquidated | $0 | 0 | 0.00 | 1,170 | +Inf | 03-31-2023 | |
| OSISKO GOLD ROYALTIES LTD COM | Stock | 452 | $12,464 | 800 | 0.00 | 0.00 | -1,200 | -60.00 | 06-30-2024 |
| ENBRIDGE INC COM | Stock | 453 | $10,844 | 305 | 0.00 | 0.00 | -549 | -64.29 | 06-30-2024 |
| HCA HEALTHCARE INC COM | Stock | 454 | $4,177 | 13 | 0.00 | 0.00 | -81 | -86.17 | 06-30-2024 |
