Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 08-12-2024 | 06-30-2024 | 682 | 453,140,228 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF | ETF | 151 | $358,746 | 13,545 | 0.00 | 0.00 | 10 | 0.07 | 06-30-2024 |
| VANGUARD ESG U.S. STOCK ETF | ETF | 152 | $344,769 | 3,568 | 0.00 | 0.00 | 11 | 0.31 | 06-30-2024 |
| NORFOLK SOUTHN CORP COM | Stock | 153 | $344,080 | 1,603 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AT&T INC COM | Stock | 154 | $340,903 | 17,839 | 0.00 | 0.00 | 198 | 1.12 | 06-30-2024 |
