Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
RDA FINANCIAL NETWORK | 01-12-2024 | 12-31-2023 | 226 | 263,911,860 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | LONG TERM US | 201 | $336,873 | 9,603 | 0.00 | 9,603 | +Inf | 12-31-2023 | |
XCEL ENERGY INC | COM | 202 | $334,128 | 5,397 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
INSTEEL INDS INC | COM | 203 | $333,504 | 8,710 | 0.00 | 0.00 | -1,137 | -11.55 | 12-31-2023 |
KROGER CO | COM | 204 | $330,216 | 7,224 | 0.00 | 0.00 | 903 | 14.29 | 12-31-2023 |