Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SINGLE POINT PARTNERS LLC | 07-12-2024 | 06-30-2024 | 34 | 58,406,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HONEYWELL INTL INC | COM | Liquidated | $0 | 0 | 0.08 | 1,450 | +Inf | 06-30-2024 | |
| EASTERN BANKSHARES INC | COM | 102 | $295,000 | 145,401 | 0.51 | 0.07 | 0 | 0.00 | 06-30-2024 |
| PEPSICO INC | COM | Liquidated | $0 | 0 | 0.07 | 1,686 | +Inf | 06-30-2024 | |
| ISHARES TR | ESG AWR MSCI USA | 104 | $282,000 | 2,362 | 0.48 | 0.06 | 218 | 10.17 | 06-30-2024 |
