Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
RE DICKINSON INVESTMENT ADVISORS LLC | 08-09-2024 | 06-30-2024 | 246 | 164,536,537 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SMITH & WESSON BRANDS INC | COM | 701 | $4,302 | 300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
3M CO | COM | 702 | $4,206 | 45 | 0.00 | 45 | +Inf | 06-30-2024 | |
SPDR INDEX SHS FDS | PORTFLO EURP ETF | 703 | $4,175 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BLACKSTONE INC | COM | 704 | $4,086 | 33 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |