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 |
|---|---|---|---|---|---|---|---|---|---|
| DELTA AIR LINES INC DEL COM NEW | Stock | 801 | $18,186 | 383 | 0.00 | 0.00 | 95 | 32.99 | 06-30-2024 |
| HANESBRANDS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 1,096 | +Inf | 06-30-2023 | |
| HEWLETT PACKARD ENTERPRISE CO COM | Stock | 803 | $5,885 | 278 | 0.00 | 0.00 | -174 | -38.50 | 06-30-2024 |
| DELL TECHNOLOGIES INC CL C | Stock | 804 | $8,826 | 64 | 0.00 | 0.00 | 32 | 100.00 | 06-30-2024 |
