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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 51 | $1,223,261 | 4,573 | 0.00 | 0.00 | -15 | -0.33 | 06-30-2024 |
| DOLLAR GEN CORP NEW | COM | 52 | $1,216,348 | 9,199 | 0.00 | 0.00 | -308 | -3.24 | 06-30-2024 |
| LOWES COS INC | COM | 53 | $1,137,546 | 5,160 | 0.00 | 0.00 | -199 | -3.71 | 06-30-2024 |
| PALO ALTO NETWORKS INC | COM | 54 | $961,093 | 2,835 | 0.00 | 2,835 | +Inf | 06-30-2024 |
