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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES BIOTECHNOLOGY ETF | ETF | 251 | $45,535 | 332 | 0.00 | 0.00 | -20 | -5.68 | 06-30-2024 |
| AUTOZONE INC COM | Stock | 252 | $44,462 | 15 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DISNEY WALT CO COM | Stock | 253 | $44,032 | 443 | 0.00 | 0.00 | 122 | 38.01 | 06-30-2024 |
| D R HORTON INC COM | Stock | 254 | $42,702 | 303 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
