Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNIONVIEW LLC | 04-29-2024 | 03-31-2024 | 92 | 120,867,838 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US MIDCAP FUND | 101 | $379,753 | 6,223 | 0.00 | 0.00 | 18 | 0.29 | 03-31-2024 |
| ISHARES INC | ESG AWR MSCI EM | 102 | $379,487 | 11,774 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 103 | $368,201 | 926 | 0.00 | 0.00 | 4 | 0.43 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 104 | $342,353 | 5,837 | 0.00 | 0.00 | 21 | 0.36 | 03-31-2024 |
