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 ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF | ETF | 601 | $5,377 | 162 | 0.00 | 0.00 | -243 | -60.00 | 06-30-2024 |
| INTUIT COM | Stock | 602 | $5,258 | 8 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIDELITY MSCI ENERGY INDEX ETF | ETF | 603 | $5,244 | 209 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SONOCO PRODS CO COM | Stock | 604 | $5,072 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
