Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLSQUARE WEALTH MANAGEMENT LLC | 05-07-2024 | 03-31-2024 | 536 | 170,670,660 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC COM | Stock | 101 | $227,304 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 102 | $226,254 | 1,239 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TE CONNECTIVITY LTD | Stock | 103 | $220,329 | 1,517 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD FTSE ALL-WORLD EX-US | ETF | 104 | $210,378 | 3,587 | 0.00 | 0.00 | -933 | -20.64 | 03-31-2024 |
