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 |
|---|---|---|---|---|---|---|---|---|---|
| EAGLE PHARMACEUTICALS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 304 | +Inf | 06-30-2023 | |
| ISHARES U.S. FINANCIALS ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| ZSCALER INC COM | Stock | 703 | $8,557 | 55 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| TECNOGLASS INC ORD SHS | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
