Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WINCH ADVISORY SERVICES LLC 01-18-2024 12-31-2023 446 301,531,932
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF ETF 1 $30,765,175 526,350 0.01 9.71 21,915 4.34 12-31-2023
VANGUARD SHORT TERM TREASURY ETF ETF 2 $25,058,606 429,601 0.01 10.26 -55,808 -11.50 12-31-2023
APPLE INC COM 3 $24,656,238 128,064 0.01 8.18 -2,224 -1.71 12-31-2023
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF NEW ETF 4 $21,589,214 236,232 0.01 10.42 -73,124 -23.64 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6