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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ELEC PWR CO INC | COM | 251 | $344,400 | 4,000 | 0.00 | 4,000 | +Inf | 03-31-2024 | |
| BOEING CO | COM | 252 | $342,750 | 1,776 | 0.00 | 0.00 | -300 | -14.45 | 03-31-2024 |
| ENBRIDGE INC | COM | 253 | $333,968 | 9,230 | 0.00 | 0.00 | 505 | 5.79 | 03-31-2024 |
| MONDELEZ INTL INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -74 | -1.59 | 03-31-2024 |
