Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MRA ADVISORY GROUP | 02-12-2024 | 12-31-2023 | 107 | 151,728,086 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 201 | $219,241 | 1,964 | 0.00 | 0.00 | -55 | -2.72 | 12-31-2023 |
| M & T BK CORP | COM | 202 | $215,260 | 1,570 | 0.00 | 0.00 | -803 | -33.84 | 12-31-2023 |
| ISHARES TR | MSCI KLD400 SOC | 203 | $212,875 | 2,338 | 0.00 | 2,338 | +Inf | 12-31-2023 | |
| SPDR SER TR | SPDR S&P 500 ETF | 204 | $211,476 | 5,449 | 0.00 | 5,449 | +Inf | 12-31-2023 |
