Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACCORDANT ADVISORY GROUP INC | 04-22-2024 | 03-31-2024 | 199 | 133,797,443 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNION PACIFIC CORP | COM | 51 | $616,547 | 2,507 | 0.00 | 2,507 | +Inf | 03-31-2024 | |
| CME GROUP INC | COM | 52 | $593,124 | 2,755 | 0.00 | 2,755 | +Inf | 03-31-2024 | |
| MEDTRONIC PLC | SHS | 53 | $580,332 | 6,659 | 0.00 | 6,659 | +Inf | 03-31-2024 | |
| VANECK AGRIBUSINESS ETF | AGRIBUSINESS ETF | 54 | $547,397 | 7,286 | 0.00 | 7,286 | +Inf | 03-31-2024 |
