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 |
|---|---|---|---|---|---|---|---|---|---|
| SONY GROUP CORP | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -379 | -15.07 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP400 PR | 502 | $202,040 | 3,985 | 0.00 | 3,985 | +Inf | 03-31-2024 | |
| POOL CORP | COM | 503 | $201,750 | 500 | 0.00 | 0.00 | -5 | -0.99 | 03-31-2024 |
| AT&T INC | COM | Liquidated | $196,286 | 11,153 | 0.00 | 0.00 | 11,153 | +Inf | 03-31-2024 |
