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 GLOBAL CLEAN ENERGY ETF | ETF | 451 | $11,202 | 841 | 0.00 | 0.00 | -900 | -51.69 | 06-30-2024 |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | ETF | 452 | $11,145 | 545 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ZIMMER BIOMET HOLDINGS INC COM | Stock | 453 | $10,853 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FORD MTR CO DEL COM | Stock | 454 | $10,806 | 862 | 0.00 | 0.00 | 632 | 274.78 | 06-30-2024 |
