Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAN YIELD GROUP | 01-24-2024 | 12-31-2023 | 375 | 237,416,159 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RTX CORPORATION COM | Stock | 151 | $147,161 | 1,749 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COEUR MNG INC COM NEW | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 45,500 | 267.65 | 12-31-2023 |
| VANGUARD SHORT-TERM BOND ETF | ETF | 153 | $142,410 | 1,849 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SHERWIN WILLIAMS CO COM | Stock | 154 | $141,915 | 455 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
