Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRONWOOD FINANCIAL LLC | 01-19-2024 | 12-31-2023 | 144 | 412,769,066 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LINDE PLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MONDELEZ INTL INC | CL A | 152 | $253,978 | 3,507 | 0.00 | 0.00 | 108 | 3.18 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 153 | $251,236 | 4,801 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR GOLD TR | GOLD SHS | 154 | $248,521 | 1,300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
