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  Name: RTD Financial Advisors Inc.
  City: Philadelphia
  State: PA
  Zip: 19103
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $743,593,000
  Total Value Change : $31,246,000
  Securities Held Change : -3
   
All Securities Held : 96
  New Positions : 0
  Closed Positions : 3
  Increased Positions : 22
  Unchanged Positions : 21
  Decreased Positions : 53

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed 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
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 97 Closed $167.91 $0 0 0% -227,000 -1,150 0    Drugs - Generic
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 99 Closed $411.22 $0 0 0% -207,000 -579 0    Property & Casualty I...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 98 Closed $518.78 $0 0 0% -254,000 -525 0    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
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