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 |
|---|---|---|---|---|---|---|---|---|---|
| GRACO INC COM | Stock | 551 | $6,897 | 87 | 0.00 | 87 | +Inf | 06-30-2024 | |
| LULULEMON ATHLETICA INC COM | Stock | 552 | $6,870 | 23 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | ETF | 553 | $6,810 | 150 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WK KELLOGG CO COM SHS | Stock | 554 | $6,600 | 401 | 0.00 | 401 | +Inf | 06-30-2024 |
