Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAN YIELD GROUP | 01-24-2024 | 12-31-2023 | 375 | 237,416,159 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $16,703,939 | 86,760 | 0.01 | 0.01 | -255 | -0.29 | 12-31-2023 |
| UNILEVER PLC SPON ADR NEW | ADR | 2 | $8,710,256 | 179,667 | 0.00 | 0.00 | 2,970 | 1.68 | 12-31-2023 |
| GSK PLC SPONSORED ADR | ADR | 3 | $7,909,753 | 213,431 | 0.00 | 0.00 | 5,692 | 2.74 | 12-31-2023 |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | ADR | 4 | $7,285,149 | 510,522 | 0.00 | 0.00 | -22,635 | -4.25 | 12-31-2023 |
