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 |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC COM | Stock | 351 | $21,126 | 312 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| METLIFE INC COM | Stock | 352 | $21,057 | 300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BANK AMERICA CORP COM | Stock | 353 | $21,038 | 529 | 0.00 | 0.00 | -400 | -43.06 | 06-30-2024 |
| SCHWAB CHARLES CORP COM | Stock | 354 | $20,854 | 283 | 0.00 | 0.00 | 133 | 88.67 | 06-30-2024 |
