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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 251 | $73,632 | 202 | 0.00 | 0.04 | 0 | 0.00 | 06-30-2024 |
| TESLA INC | COM | 252 | $71,238 | 360 | 0.00 | 0.04 | 0 | 0.00 | 06-30-2024 |
| ABBOTT LABS | COM | 253 | $68,997 | 664 | 0.00 | 0.05 | -28 | -4.05 | 06-30-2024 |
| TRAVELERS COMPANIES INC | COM | 254 | $66,086 | 325 | 0.00 | 0.05 | 0 | 0.00 | 06-30-2024 |
