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 |
|---|---|---|---|---|---|---|---|---|---|
| DTE ENERGY CO COM | Stock | 651 | $11,101 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FORWARD AIR CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 92 | +Inf | 06-30-2023 | |
| ROSS STORES INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 33 | 94.29 | 03-31-2023 |
| MARTIN MARIETTA MATLS INC COM | Stock | 654 | $15,170 | 28 | 0.00 | 0.00 | 2 | 7.69 | 06-30-2024 |
