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 |
|---|---|---|---|---|---|---|---|---|---|
| MARRIOTT INTL INC NEW CL A | Stock | 351 | $47,702 | 197 | 0.00 | 0.00 | 129 | 189.71 | 06-30-2024 |
| EATON VANCE TAX-MANAGED BUY- W COM | CEF | 352 | $47,559 | 3,479 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 353 | $47,079 | 589 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | 354 | $46,830 | 600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
