Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST AFFIRMATIVE FINANCIAL NETWORK | 07-10-2024 | 06-30-2024 | 261 | 144,090,469 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STRYKER CORPORATION | COM | 51 | $656,240 | 1,929 | 0.00 | 0.00 | 119 | 6.57 | 06-30-2024 |
| TRANE TECHNOLOGIES PLC | SHS | 52 | $646,814 | 1,966 | 0.00 | 0.00 | 246 | 14.30 | 06-30-2024 |
| PALO ALTO NETWORKS INC | COM | 53 | $632,220 | 1,865 | 0.00 | 0.00 | -92 | -4.70 | 06-30-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 54 | $629,113 | 2,073 | 0.00 | 0.00 | 627 | 43.36 | 06-30-2024 |
