Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RICHWOOD INVESTMENT ADVISORS LLC | 07-26-2024 | 06-30-2024 | 100 | 114,128,622 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS | COM | 51 | $579,335 | 5,065 | 0.00 | 0.00 | -155 | -2.97 | 06-30-2024 |
| FEDEX CORP | COM | 52 | $572,994 | 1,911 | 0.00 | 0.00 | 75 | 4.08 | 06-30-2024 |
| ISHARES TR | SP SMCP600VL ETF | 53 | $557,649 | 5,733 | 0.00 | 0.00 | -22 | -0.38 | 06-30-2024 |
| CAPITAL ONE FINL CORP | COM | 54 | $554,631 | 4,006 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
