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 | EAFE VALUE ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,057 | -19.91 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 302 | $220,809 | 3,455 | 0.00 | 0.00 | 115 | 3.44 | 03-31-2024 |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 303 | $218,400 | 4,113 | 0.00 | 0.00 | -138 | -3.25 | 03-31-2024 |
| DUKE ENERGY CORP NEW | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,202 | -33.16 | 12-31-2023 |
