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 |
|---|---|---|---|---|---|---|---|---|---|
| ALTRIA GROUP INC | COM | 101 | $315,434 | 6,925 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ENBRIDGE INC | COM | 102 | $313,833 | 8,818 | 0.00 | 0.00 | -400 | -4.34 | 06-30-2024 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 103 | $311,280 | 10,064 | 0.00 | 0.00 | 105 | 1.05 | 06-30-2024 |
| LINDE PLC | SHS | 104 | $309,361 | 705 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
