Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUTTONWOOD FINANCIAL ADVISORS INC | 08-08-2024 | 06-30-2024 | 99 | 211,878,455 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO. | COM | 51 | $1,059,419 | 5,238 | 0.00 | 0.00 | -596 | -10.22 | 06-30-2024 |
| DOMINION ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,857 | 9.99 | 06-30-2024 |
| UNITEDHEALTH GROUP INC | COM | 53 | $944,718 | 1,855 | 0.00 | 0.00 | -277 | -12.99 | 06-30-2024 |
| INTERCONTINENTAL EXCHANGE IN | COM | 54 | $897,451 | 6,556 | 0.00 | 0.00 | -175 | -2.60 | 06-30-2024 |
