Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 05-01-2024 | 03-31-2024 | 105 | 375,376,699 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $48,536,277 | 92,791 | 0.01 | 0.01 | -3,531 | -3.67 | 03-31-2024 |
| SPDR SER TR | PORTFOLI S&P1500 | 2 | $45,214,489 | 704,824 | 0.01 | 0.01 | -14,627 | -2.03 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 3 | $30,089,433 | 89,273 | 0.01 | 0.01 | 294 | 0.33 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 4 | $28,561,753 | 570,095 | 0.01 | 0.01 | -7,644 | -1.32 | 03-31-2024 |
