Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOODWARD DIVERSIFIED CAPITAL LLC | 04-30-2024 | 03-31-2024 | 151 | 161,014,287 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | INTERMED TERM | Liquidated | $0 | 0 | 0.00 | 11,390 | +Inf | 03-31-2024 | |
| METLIFE INC | COM | 102 | $854,595 | 11,531 | 0.00 | 0.00 | 1,276 | 12.44 | 03-31-2024 |
| TESLA INC | COM | 103 | $849,417 | 4,832 | 0.00 | 0.00 | 794 | 19.66 | 03-31-2024 |
| GALLAGHER ARTHUR J & CO | COM | 104 | $843,173 | 3,372 | 0.00 | 0.00 | 160 | 4.98 | 03-31-2024 |
