Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RE DICKINSON INVESTMENT ADVISORS LLC | 08-09-2024 | 06-30-2024 | 246 | 164,536,537 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TENET HEALTHCARE CORP | COM NEW | 201 | $130,902 | 984 | 0.00 | 0.06 | 0 | 0.00 | 06-30-2024 |
| BANK AMERICA CORP | COM | 202 | $126,407 | 3,178 | 0.00 | 0.07 | 33 | 1.05 | 06-30-2024 |
| ALTRIA GROUP INC | COM | 203 | $114,786 | 2,520 | 0.00 | 0.07 | 0 | 0.00 | 06-30-2024 |
| BP PLC | SPONSORED ADR | 204 | $112,055 | 3,104 | 0.00 | 0.07 | 0 | 0.00 | 06-30-2024 |
