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 |
|---|---|---|---|---|---|---|---|---|---|
| MICROCHIP TECHNOLOGY INC. COM | Stock | 751 | $10,340 | 113 | 0.00 | 0.00 | 4 | 3.67 | 06-30-2024 |
| SHELL PLC SPON ADS | ADR | 752 | $70,195 | 972 | 0.00 | 0.00 | -9 | -0.92 | 06-30-2024 |
| SMUCKER J M CO COM NEW | Stock | 753 | $4,375 | 40 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CARLYLE GROUP INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 92 | 112.20 | 03-31-2023 |
