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 |
|---|---|---|---|---|---|---|---|---|---|
| MODERNA INC COM | Stock | 951 | $1,900 | 16 | 0.00 | 0.00 | 2 | 14.29 | 06-30-2024 |
| SOLARWINDS CORP COM NEW | Stock | Liquidated | $0 | 0 | 0.00 | 336 | +Inf | 06-30-2023 | |
| GENUINE PARTS CO COM | Stock | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 06-30-2024 | |
| HARLEY DAVIDSON INC COM | Stock | 954 | $2,953 | 88 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
