Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONSOLIDATED PORTFOLIO REVIEW CORP | 04-30-2024 | 03-31-2024 | 275 | 381,363,265 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CROWN CASTLE INC | COM | 151 | $752,418 | 7,110 | 0.00 | 0.00 | -1,654 | -18.87 | 03-31-2024 |
| ISHARES TR | MSCI KLD400 SOC | 152 | $733,381 | 7,275 | 0.00 | 0.00 | -10 | -0.14 | 03-31-2024 |
| ISHARES TR | MSCI USA MIN VOL | 153 | $712,102 | 8,520 | 0.00 | 0.00 | -74 | -0.86 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 154 | $707,137 | 10,501 | 0.00 | 0.00 | -2,554 | -19.56 | 03-31-2024 |
