Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARINO STRAM & ASSOCIATES LLC | 04-24-2024 | 03-31-2024 | 170 | 422,341,981 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US SMALLCAP DIVD | 201 | $657,227 | 20,111 | 0.00 | 0.00 | 17 | 0.08 | 03-31-2024 |
| BANK AMERICA CORP | COM | 202 | $649,554 | 17,130 | 0.00 | 0.00 | -1,105 | -6.06 | 03-31-2024 |
| AMERICAN TOWER CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.03 | 03-31-2024 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 204 | $638,079 | 8,365 | 0.00 | 0.00 | 5 | 0.06 | 03-31-2024 |
