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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | INV GRD CRP BD | 551 | $10,553 | 111 | 0.00 | 0.01 | 0 | 0.00 | 06-30-2024 |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 552 | $10,452 | 100 | 0.00 | 0.01 | 0 | 0.00 | 06-30-2024 |
| WISDOMTREE TR | US TOTAL DIVIDND | 553 | $10,342 | 146 | 0.00 | 0.01 | 0 | 0.00 | 06-30-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 554 | $10,167 | 19 | 0.00 | 0.01 | 0 | 0.00 | 06-30-2024 |
