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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIVID ETF | 401 | $272,939 | 6,133 | 0.00 | 0.00 | -4,287 | -41.14 | 03-31-2024 |
| CONOCOPHILLIPS | COM | 402 | $270,598 | 2,126 | 0.00 | 0.00 | 2 | 0.09 | 03-31-2024 |
| PROLOGIS INC. | COM | 403 | $268,386 | 2,045 | 0.00 | 0.00 | -6 | -0.29 | 03-31-2024 |
| ALIGN TECHNOLOGY INC | COM | 404 | $268,239 | 818 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
