Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLSQUARE WEALTH MANAGEMENT LLC | 05-07-2024 | 03-31-2024 | 536 | 170,670,660 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR S&P DIVID ETF | ETF | 351 | $22,967 | 175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | ETF | 352 | $22,924 | 544 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALCON AG ORD SHS | Stock | 353 | $22,659 | 273 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR S&P BIOTECH ETF | ETF | 354 | $22,394 | 236 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
