Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINCH ADVISORY SERVICES LLC | 01-18-2024 | 12-31-2023 | 446 | 301,531,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 151 | $58,973 | 53 | 0.00 | 0.02 | 0 | 0.00 | 12-31-2023 |
| SCHWAB FUNDAMENTAL INTL LARGE CO INDEX ETF | ETF | 152 | $58,884 | 1,746 | 0.00 | 0.02 | 0 | 0.00 | 12-31-2023 |
| ISHARES U S REAL ESTATE ETF | ETF | Liquidated | $0 | 0 | 0.02 | 0.02 | -39 | -5.16 | 12-31-2023 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 154 | $55,466 | 1,350 | 0.00 | 0.02 | -140 | -9.40 | 12-31-2023 |
