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 |
|---|---|---|---|---|---|---|---|---|---|
| NOKIA CORP | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -19,195 | -54.61 | 12-31-2023 |
| PIMCO HIGH INCOME FD | COM SHS | 602 | $53,369 | 10,775 | 0.00 | 0.00 | 234 | 2.22 | 03-31-2024 |
