Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAN YIELD GROUP | 01-24-2024 | 12-31-2023 | 375 | 237,416,159 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO COM | Stock | 101 | $353,468 | 2,078 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LOWES COS INC COM | Stock | 102 | $347,401 | 1,561 | 0.00 | 0.00 | -30 | -1.89 | 12-31-2023 |
| WATTS WATER TECHNOLOGIES INC CL A | Stock | 103 | $332,511 | 1,596 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COSTCO WHSL CORP NEW COM | Stock | 104 | $330,710 | 501 | 0.00 | 0.00 | -64 | -11.33 | 12-31-2023 |
