Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RDA FINANCIAL NETWORK | 04-11-2024 | 03-31-2024 | 224 | 291,814,747 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $9,880,363 | 10,935 | 0.00 | 0.00 | -332 | -2.95 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $9,565,132 | 22,735 | 0.00 | 0.00 | 467 | 2.10 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $9,380,900 | 21,128 | 0.00 | 0.00 | -145 | -0.68 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 4 | $7,222,377 | 59,694 | 0.00 | 0.00 | 1,096 | 1.87 | 03-31-2024 |
