Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RDA FINANCIAL NETWORK | 04-11-2024 | 03-31-2024 | 224 | 291,814,747 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 151 | $531,150 | 1,010 | 0.00 | 0.00 | -91 | -8.27 | 03-31-2024 |
| CONSTELLATION BRANDS INC | CL A | 152 | $522,594 | 1,923 | 0.00 | 0.00 | 44 | 2.34 | 03-31-2024 |
| ISHARES TR | CORE TOTAL USD | 153 | $506,700 | 11,114 | 0.00 | 0.00 | 4,240 | 61.68 | 03-31-2024 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 154 | $503,521 | 3,701 | 0.00 | 0.00 | 104 | 2.89 | 03-31-2024 |
