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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | Liquidated | $0 | 0 | 0.00 | 0.00 | -807 | -35.10 | 03-31-2024 |
| EDWARDS LIFESCIENCES CORP | COM | 302 | $402,499 | 4,212 | 0.00 | 0.00 | 45 | 1.08 | 03-31-2024 |
| UNIVERSAL DISPLAY CORP | COM | 303 | $393,589 | 2,331 | 0.00 | 0.00 | -14 | -0.60 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 304 | $392,993 | 748 | 0.00 | 0.00 | 237 | 46.38 | 03-31-2024 |
