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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG 1-3 MO | Liquidated | $0 | 0 | 0.00 | 2,586 | +Inf | 03-31-2024 | |
| PIONEER NAT RES CO | COM | 352 | $236,250 | 900 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MCKESSON CORP | COM | 353 | $235,152 | 438 | 0.00 | 0.00 | -13 | -2.88 | 03-31-2024 |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 354 | $224,036 | 4,219 | 0.00 | 0.00 | 254 | 6.41 | 03-31-2024 |
