Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAN YIELD GROUP | 01-24-2024 | 12-31-2023 | 375 | 237,416,159 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WEX INC COM | Stock | 201 | $97,275 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD EXTENDED DURATION TREASURY ETF | ETF | 202 | $97,236 | 1,200 | 0.00 | 1,200 | +Inf | 12-31-2023 | |
| IDACORP INC COM | Stock | 203 | $96,845 | 985 | 0.00 | 0.00 | -285 | -22.44 | 12-31-2023 |
| HP INC COM | Stock | 204 | $96,288 | 3,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
