Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
NIA IMPACT ADVISORS LLC | 05-15-2024 | 03-31-2024 | 91 | 250,858,675 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $11,544,498 | 44,419 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
INTERNATIONAL BUSINESS MACHS | COM | 2 | $9,469,114 | 49,587 | 0.00 | 0.00 | -5,276 | -9.62 | 03-31-2024 |
APPLE INC | COM | 3 | $8,499,766 | 49,567 | 0.00 | 0.00 | 16,344 | 49.19 | 03-31-2024 |
STANTEC INC | COM | 4 | $8,364,119 | 100,724 | 0.00 | 0.00 | -13,220 | -11.60 | 03-31-2024 |