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 |
|---|---|---|---|---|---|---|---|---|---|
| VIATRIS INC COM | Stock | 751 | $1,982 | 186 | 0.00 | 0.00 | 33 | 21.57 | 06-30-2024 |
| NORWEGIAN CRUISE LINE HLDG LTD SHS | Stock | 752 | $1,879 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GLOBUS MED INC CL A | Stock | 753 | $1,849 | 27 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES MSCI ACWI LOW CARBON TARGET ETF | ETF | 754 | $1,833 | 10 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
