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 |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 351 | $332,008 | 5,195 | 0.00 | 0.00 | -8,944 | -63.26 | 03-31-2024 |
| ANALOG DEVICES INC | COM | 352 | $330,309 | 1,670 | 0.00 | 1,670 | +Inf | 03-31-2024 | |
| PFIZER INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -271 | -2.67 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | Liquidated | $0 | 0 | 0.00 | 6,503 | +Inf | 12-31-2023 |
