Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GITTERMAN WEALTH MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 100 | 257,967,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRANE TECHNOLOGIES PLC | SHS | 151 | $250,308 | 834 | 0.00 | 0.00 | -19 | -2.23 | 03-31-2024 |
| ROPER TECHNOLOGIES INC | COM | 152 | $244,078 | 435 | 0.00 | 0.00 | 7 | 1.64 | 03-31-2024 |
| CHECK POINT SOFTWARE TECH LT | ORD | 153 | $241,991 | 1,476 | 0.00 | 0.00 | 26 | 1.79 | 03-31-2024 |
| FIRST SOLAR INC | COM | Liquidated | $0 | 0 | 0.00 | 1,471 | +Inf | 12-31-2023 |
