Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CUTLER INVESTMENT COUNSEL LLC | 04-30-2024 | 03-31-2024 | 145 | 745,759,736 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ALLSTATE CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ISHARES TR | U.S. MED DVC ETF | 102 | $545,065 | 9,303 | 0.00 | 0.00 | -1,582 | -14.53 | 03-31-2024 |
ISHARES TR | CORE S&P MCP ETF | 103 | $526,920 | 8,675 | 0.00 | 0.00 | 6,918 | 393.74 | 03-31-2024 |
SPDR GOLD TR | GOLD SHS | 104 | $515,741 | 2,507 | 0.00 | 0.00 | -311 | -11.04 | 03-31-2024 |