Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTERACTIVE FINANCIAL ADVISORS INC | 02-05-2024 | 12-31-2023 | 82 | 186,621,296 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 151 | $332,592 | 2,376 | 0.00 | 0.00 | 1,140 | 92.23 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | WTR ETF | 152 | $332,318 | 4,410 | 0.00 | 0.00 | -13,703 | -75.65 | 12-31-2023 |
| FLEXSHARES TR | STOX US ESG SLCT | 153 | $302,686 | 1,508 | 0.00 | 0.00 | -33,435 | -95.68 | 12-31-2023 |
| GATX CORP | COM | 154 | $297,195 | 1,956 | 0.00 | 0.00 | -2,544 | -56.53 | 12-31-2023 |
