Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCADAM LLC | 04-15-2024 | 03-31-2024 | 302 | 1,559,837,148 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GOLD TR | ISHARES NEW | 201 | $428,292 | 10,195 | 0.00 | 0.00 | -2,410 | -19.12 | 03-31-2024 |
| BANK AMERICA CORP | COM | 202 | $424,555 | 11,196 | 0.00 | 0.00 | 1,371 | 13.95 | 03-31-2024 |
| ISHARES TR | CONV BD ETF | 203 | $417,032 | 5,224 | 0.00 | 0.00 | -4 | -0.08 | 03-31-2024 |
| ISHARES TR | MSCI USA ESG SLC | 204 | $411,134 | 3,766 | 0.00 | 0.00 | 337 | 9.83 | 03-31-2024 |
