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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB US AGGREGATE BOND ETF | ETF | 501 | $8,797 | 193 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EDWARDS LIFESCIENCES CORP COM | Stock | 502 | $8,775 | 95 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MEDTRONIC PLC SHS | Stock | 503 | $8,658 | 110 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PARKER-HANNIFIN CORP COM | Stock | 504 | $8,599 | 17 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
