Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABACUS WEALTH PARTNERS LLC | 04-10-2024 | 03-31-2024 | 89 | 596,111,991 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 1 | $140,379,665 | 14,317,589 | 0.02 | 0.02 | 602,948 | 4.40 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 2 | $92,961,841 | 1,795,323 | 0.02 | 0.02 | -542,126 | -23.19 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 3 | $66,689,569 | 1,225,236 | 0.01 | 0.01 | -34,437 | -2.73 | 03-31-2024 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 4 | $49,255,737 | 1,184,317 | 0.01 | 0.01 | 8,701 | 0.74 | 03-31-2024 |
