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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ELEC PWR CO INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 464 | 14.36 | 12-31-2023 |
| VANGUARD INDEX FDS | SMALL CP ETF | 252 | $273,394 | 1,196 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 253 | $271,288 | 3,137 | 0.00 | 0.00 | -293 | -8.54 | 03-31-2024 |
| SHELL PLC | SPON ADS | 254 | $270,087 | 4,029 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
