Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABACUS PLANNING GROUP INC | 01-19-2024 | 12-31-2023 | 203 | 474,242,107 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COS INC | COM | 101 | $592,176 | 2,661 | 0.00 | 0.00 | -125 | -4.49 | 12-31-2023 |
| ISHARES TR | MSCI USA ESG SLC | 102 | $590,664 | 5,877 | 0.00 | 0.00 | 188 | 3.30 | 12-31-2023 |
| BAXTER INTL INC | COM | 103 | $573,096 | 14,824 | 0.00 | 0.00 | -85 | -0.57 | 12-31-2023 |
| HOME DEPOT INC | COM | 104 | $563,055 | 1,625 | 0.00 | 0.00 | 69 | 4.43 | 12-31-2023 |
