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 |
|---|---|---|---|---|---|---|---|---|---|
| AVALONBAY CMNTYS INC COM | REIT | Liquidated | $11,507 | 67 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| INVESCO BLOOMBERG MVP MULTI-FACTOR ETF | ETF | 602 | $13,735 | 312 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ALARUM TECHNOLOGIES LTD SPONSORD ADS NEW | ADR | Liquidated | $0 | 0 | 0.00 | 275 | +Inf | 03-31-2023 | |
| WISDOMTREE U.S. MIDCAP FUND | ETF | 604 | $11,417 | 225 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
