Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WR WEALTH PLANNERS LLC | 08-01-2024 | 09-30-2023 | 917 | 262,578,836 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PUBLIC STORAGE OPER CO COM | REIT | 901 | $4,315 | 15 | 0.00 | 0.00 | 2 | 15.38 | 06-30-2024 |
ESSENTIAL UTILS INC COM | Stock | 902 | $1,867 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AIRBNB INC COM CL A | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 10 | 71.43 | 03-31-2023 |
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |