Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MACROVIEW INVESTMENT MANAGEMENT LLC | 01-29-2024 | 12-31-2023 | 621 | 84,854,404 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
HOME DEPOT INC | COM | 1 | $3,827,853 | 11,046 | 0.00 | 0.00 | -51 | -0.46 | 12-31-2023 |
SPROTT PHYSICAL GOLD TR | UNIT | 2 | $3,403,349 | 213,644 | 0.00 | 0.00 | -13,713 | -6.03 | 12-31-2023 |
ISHARES TR | CORE S&P500 ETF | 3 | $3,228,000 | 6,758 | 0.00 | 0.00 | 469 | 7.46 | 12-31-2023 |
ISHARES TR | ESG AWR MSCI USA | 4 | $3,082,839 | 29,383 | 0.00 | 0.00 | -730 | -2.42 | 12-31-2023 |