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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF | ETF | 51 | $765,972 | 12,852 | 0.00 | 0.00 | -2,251 | -14.90 | 06-30-2024 |
| ELI LILLY & CO COM | Stock | 52 | $1,546,332 | 1,708 | 0.00 | 0.00 | -19 | -1.10 | 06-30-2024 |
| ALPHABET INC CAP STK CL A | Stock | 53 | $1,370,745 | 7,525 | 0.00 | 0.00 | 436 | 6.15 | 06-30-2024 |
| EXXON MOBIL CORP COM | Stock | 54 | $841,504 | 7,310 | 0.00 | 0.00 | 5 | 0.07 | 06-30-2024 |
