Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLEN EAGLE ADVISORS LLC | 08-14-2024 | 06-30-2024 | 1144 | 546,206,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | EXXON MOBIL CORP | 301 | $348,294 | 9,173 | 0.00 | 9,173 | +Inf | 03-31-2020 | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | Liquidated | $347,483 | 10,778 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD BD INDEX FDS | VANGUARD BD INDEX FDS | 303 | $346,960 | 4,065 | 0.00 | 4,065 | +Inf | 03-31-2020 | |
| RTX CORPORATION | COM | Liquidated | $341,559 | 3,402 | 0.00 | 0.00 | -775 | -18.55 | 06-30-2024 |
