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 RUSSELL 1000 VALUE ETF | ETF | 551 | $16,692 | 96 | 0.00 | 0.00 | -8 | -7.69 | 06-30-2024 |
| BNY MELLON SHORT DURATION CORP BD ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| GRAHAM CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 1,073 | +Inf | 06-30-2023 | |
| INGERSOLL RAND INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 6 | 4.05 | 03-31-2023 |
