Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTEGRATED INVESTMENT CONSULTANTS LLC | 04-18-2024 | 03-31-2024 | 283 | 363,397,547 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP COM | Stock | 101 | $1,105,972 | 9,515 | 0.00 | 0.00 | 1,586 | 20.00 | 03-31-2024 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | 102 | $1,070,751 | 9,688 | 0.00 | 0.00 | -2,109 | -17.88 | 03-31-2024 |
| BANK AMERICA CORP COM | Stock | 103 | $1,059,510 | 27,941 | 0.00 | 0.00 | 3,133 | 12.63 | 03-31-2024 |
| ISHARES MSCI USA ESG SELECT ETF | ETF | 104 | $1,033,512 | 9,467 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
