Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MASCOMA WEALTH MANAGEMENT LLC | 08-02-2024 | 06-30-2024 | 493 | 376,837,557 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC COM | Stock | 201 | $67,966 | 549 | 0.00 | 0.00 | 13 | 2.43 | 06-30-2024 |
| SHERWIN WILLIAMS CO COM | Stock | 202 | $67,147 | 225 | 0.00 | 225 | +Inf | 06-30-2024 | |
| ISHARES CORE HIGH DIVIDEND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -68 | -10.18 | 06-30-2024 |
| ESSENTIAL UTILS INC COM | Stock | 204 | $65,925 | 1,766 | 0.00 | 1,766 | +Inf | 06-30-2024 |
