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 |
|---|---|---|---|---|---|---|---|---|---|
| ICICI BANK LIMITED | ADR | 251 | $530,533 | 20,088 | 0.00 | 0.00 | 1,000 | 5.24 | 03-31-2024 |
| ISHARES TR | 3 7 YR TREAS BD | 252 | $521,145 | 4,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ELECTRONIC ARTS INC | COM | 253 | $520,597 | 3,924 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GUIDEWIRE SOFTWARE INC | COM | 254 | $510,490 | 4,374 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
