Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE NORTH ADVISORS LLC | 04-12-2024 | 03-31-2024 | 196 | 362,269,809 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DANAHER CORPORATION | COM | 301 | $258,710 | 1,036 | 0.00 | 0.00 | 102 | 10.92 | 03-31-2024 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 302 | $258,322 | 10,231 | 0.00 | 0.00 | -2,607 | -20.31 | 03-31-2024 |
| VANECK ETF TRUST | GOLD MINERS ETF | 303 | $256,945 | 8,126 | 0.00 | 8,126 | +Inf | 03-31-2024 | |
| TJX COS INC NEW | COM | 304 | $249,599 | 2,461 | 0.00 | 0.00 | 6 | 0.24 | 03-31-2024 |
