Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SARGENT BICKHAM LAGUDIS LLC | 01-23-2023 | 12-31-2022 | 1409 | 1,219,786,947 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WABTEC | COM | 1051 | $19,862 | 199 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 1052 | $19,834 | 377 | 0.00 | 0.00 | -125 | -24.90 | 12-31-2022 |
| ISHARES TR | ESG AWR MSCI USA | 1053 | $19,832 | 234 | 0.00 | 234 | +Inf | 12-31-2022 | |
| VANGUARD WORLD FDS | UTILITIES ETF | 1054 | $19,630 | 128 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
