Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONUMENTAL FINANCIAL GROUP INC | 08-05-2024 | 06-30-2024 | 41 | 229,323,550 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG SCRND S&P500 | 51 | $1,138,661 | 27,077 | 0.00 | 0.00 | -183 | -0.67 | 06-30-2024 |
| APPLE INC | COM | 52 | $1,102,806 | 5,236 | 0.00 | 0.00 | -918 | -14.92 | 06-30-2024 |
| MASTERCARD INCORPORATED | CL A | 53 | $1,102,459 | 2,499 | 0.00 | 0.00 | -321 | -11.38 | 06-30-2024 |
| HOME DEPOT INC | COM | 54 | $1,062,325 | 3,086 | 0.00 | 0.00 | -420 | -11.98 | 06-30-2024 |
