Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
REDE WEALTH LLC 01-17-2024 12-31-2023 112 210,796,393
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
3M CO COM 101 $270,340 2,473 0.00 0.00 -1,083 -30.46 12-31-2023
RTX CORPORATION COM 102 $270,090 3,210 0.00 0.00 31 0.98 12-31-2023
CISCO SYS INC COM 103 $264,848 5,242 0.00 0.00 78 1.51 12-31-2023
DISNEY WALT CO COM 104 $256,251 2,838 0.00 0.00 31 1.10 12-31-2023
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