Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRONWOOD FINANCIAL LLC | 01-19-2024 | 12-31-2023 | 144 | 412,769,066 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOEING CO | COM | 101 | $634,446 | 2,434 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LOCKHEED MARTIN CORP | COM | 102 | $628,644 | 1,387 | 0.00 | 0.00 | -23 | -1.63 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 103 | $626,139 | 1,433 | 0.00 | 0.00 | 58 | 4.22 | 12-31-2023 |
| MERCK & CO INC | COM | 104 | $611,845 | 5,612 | 0.00 | 0.00 | 83 | 1.50 | 12-31-2023 |
