Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ORION CAPITAL MANAGEMENT LLC | 04-24-2024 | 03-31-2024 | 512 | 188,286,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWRE 1 5 YR | 151 | $221,573 | 9,051 | 0.00 | 9,051 | +Inf | 03-31-2024 | |
| SPDR SER TR | PORTFOLIO S&P500 | 152 | $215,601 | 3,504 | 0.00 | 0.09 | 699 | 24.92 | 03-31-2024 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 153 | $211,926 | 667 | 0.00 | 0.13 | -60 | -8.25 | 03-31-2024 |
| MCDONALDS CORP | COM | 154 | $211,744 | 751 | 0.00 | 0.06 | 351 | 87.75 | 03-31-2024 |
