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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X MLP ETF | ETF | 401 | $14,114 | 291 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES AAA-A RATED CORPORATE BOND ETF | ETF | 402 | $14,058 | 300 | 0.00 | 0.00 | -150 | -33.33 | 06-30-2024 |
| FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | ETF | 403 | $13,944 | 410 | 0.00 | 0.00 | -344 | -45.62 | 06-30-2024 |
| FIDELITY MSCI REAL ESTATE INDEX ETF | ETF | 404 | $13,937 | 550 | 0.00 | 0.00 | -700 | -56.00 | 06-30-2024 |
