Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MASCOMA WEALTH MANAGEMENT LLC | 05-02-2024 | 03-31-2024 | 452 | 351,382,576 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK INC COM | Stock | 201 | $64,195 | 77 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES IBONDS DEC 2023 TERM CORPORATE ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GILEAD SCIENCES INC COM | Stock | 203 | $62,849 | 858 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STRYKER CORPORATION COM | Stock | 204 | $62,269 | 174 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
