Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 05-13-2024 | 03-31-2024 | 302 | 302,165,677 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR GOLD TR | GOLD SHS | 51 | $429,750 | 2,089 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 52 | $425,040 | 8,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PEPSICO INC | COM | 53 | $413,374 | 2,362 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | SELECT DIVID ETF | 54 | $398,611 | 3,236 | 0.00 | 0.00 | -45 | -1.37 | 03-31-2024 |
