Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RMR WEALTH BUILDERS | 04-15-2024 | 03-31-2024 | 259 | 826,971,898 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VERTEX PHARMACEUTICALS INC | COM | 101 | $1,566,492 | 3,748 | 0.00 | 0.00 | 783 | 26.41 | 03-31-2024 |
| LINDE PLC | SHS | 102 | $1,551,391 | 3,341 | 0.00 | 0.00 | 1,025 | 44.26 | 03-31-2024 |
| ULTA BEAUTY INC | COM | 103 | $1,541,973 | 2,949 | 0.00 | 0.00 | 236 | 8.70 | 03-31-2024 |
| COMCAST CORP NEW | CL A | 104 | $1,532,903 | 35,361 | 0.00 | 0.00 | 3,709 | 11.72 | 03-31-2024 |
