Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 07-30-2024 | 06-30-2024 | 120 | 402,256,571 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $50,272,530 | 92,375 | 0.01 | 0.01 | -416 | -0.45 | 06-30-2024 |
| SPDR SER TR | PORTFOLI S&P1500 | 2 | $48,930,225 | 737,456 | 0.01 | 0.01 | 32,632 | 4.63 | 06-30-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 3 | $32,547,837 | 406,188 | 0.01 | 0.01 | 37,488 | 10.17 | 06-30-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 4 | $32,291,752 | 88,589 | 0.01 | 0.01 | -684 | -0.77 | 06-30-2024 |
