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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | ETF | 251 | $98,022 | 1,545 | 0.00 | 0.00 | 1 | 0.06 | 06-30-2024 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 252 | $97,396 | 972 | 0.00 | 0.00 | 412 | 73.57 | 06-30-2024 |
| ISHARES MSCI EAFE SMALL-CAP ETF | ETF | 253 | $94,926 | 1,540 | 0.00 | 1,540 | +Inf | 06-30-2024 | |
| TESLA INC COM | Stock | 254 | $94,587 | 478 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
