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  Name: RE Dickinson Investment Advisors LLC
  City: COUNCIL BLUFFS
  State: IA
  Zip: 51503
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $159,850,000
  Total Value Change : $9,443,000
  Securities Held Change : -11
   
All Securities Held : 227
  New Positions : 15
  Closed Positions : 26
  Increased Positions : 40
  Unchanged Positions : 134
  Decreased Positions : 38

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BDVG)1 Year Chart         BDVG Imgp Berkshire Dividend Gro... 18 New $0.00 $1,634,000 144,347 1.02% 1,634,000 144,347 1.604    N/A
   (VIRT)1 Year Chart         VIRT Virtu Financial Inc 87 New $22.35 $43,000 2,081 0.03% 43,000 2,081 0.002    N/A
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 90 New $15.73 $41,000 2,626 0.03% 41,000 2,626 0    Oil & Gas Pipelines &...
   (ABY)1 Year Chart         ABY Abengoa Yield plc 95 New $23.15 $37,000 2,028 0.02% 37,000 2,028 0.002    Electric Utilities
   (TFSL)1 Year Chart         TFSL TFS Financial Corp 104 New $13.14 $30,000 2,363 0.02% 30,000 2,363 0    Domestic Regional Banks
   (CWEN.A)1 Year Chart         CWEN.A Clearway Energy Inc 123 New $24.95 $21,000 975 0.01% 21,000 975 0    N/A
   (CODI)1 Year Chart         CODI Compass Diversified Holdings 150 New $22.23 $12,000 513 0.01% 12,000 513 0    Diversified Investments
   (CEG)1 Year Chart         CEG Constellation Energy Corp 154 New $220.11 $11,000 62 0.01% 11,000 62 0    N/A
   (BRSP)1 Year Chart         BRSP BrightSpire Capital, Inc 158 New $6.26 $10,000 1,424 0.01% 10,000 1,424 0    N/A
   (EXC)1 Year Chart         EXC Exelon Corp 171 New $37.90 $7,000 199 0% 7,000 199 0    Multi Utilities
   (AOR)1 Year Chart         AOR iShares Core Growth Allocat... 196 New $55.79 $2,000 28 0% 2,000 28 0    Closed - End Fund - Debt
   (CELH)1 Year Chart         CELH Celsius Holdings Inc 242 New $93.49 $0 5 0% 0 5 0    Beverage Soft Drinks...
   (SOUN)1 Year Chart         SOUN Soundhound Ai Ord Shs Class A 228 New $5.07 $0 25 0% 0 25 0    N/A
   (TOST)1 Year Chart         TOST Toast, Inc. 227 New $26.68 $0 20 0% 0 20 0    N/A
      14 Records Found
  1    
Page 1 of 1
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