Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINCH ADVISORY SERVICES LLC | 01-18-2024 | 12-31-2023 | 446 | 301,531,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VALERO ENERGY CORP | COM | 101 | $146,733 | 1,129 | 0.00 | 0.06 | -115 | -9.24 | 12-31-2023 |
| DOW INC | COM | 102 | $146,500 | 2,671 | 0.00 | 0.04 | 633 | 31.06 | 12-31-2023 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF | ETF | 103 | $144,919 | 385 | 0.00 | 0.05 | 2 | 0.52 | 12-31-2023 |
| VANGUARD VALUE ETF | ETF | 104 | $140,468 | 940 | 0.00 | 0.05 | -5 | -0.53 | 12-31-2023 |
