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 |
|---|---|---|---|---|---|---|---|---|---|
| ATLAS TECHNICAL CONSULTANTS IN COM CLS A | Stock | Liquidated | $0 | 0 | 0.00 | 1,500 | +Inf | 06-30-2023 | |
| MERCADOLIBRE INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 10 | 1000.00 | 03-31-2023 |
| MOLINA HEALTHCARE INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 29 | 93.55 | 03-31-2023 |
| IRON MTN INC DEL COM | REIT | 504 | $27,334 | 305 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
