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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUNIYIELD QUALITY FD COM | CEF | 651 | $3,941 | 383 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SHELL PLC SPON ADS | ADR | 652 | $3,898 | 54 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ALLIANCEBERNSTEIN NATL MUN INM COM | CEF | 653 | $3,833 | 345 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FEDERATED HERMES PREM MUNI INM COM | CEF | 654 | $3,806 | 333 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
