Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLSQUARE WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 536 | 162,981,476 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE GROUP LP | Stock | 251 | $45,298 | 346 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WEATHERFORD INTL PLC ORD SHS | Stock | 252 | $45,197 | 462 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GREENE CNTY BANCORP INC | Stock | 253 | $42,949 | 1,523 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MASTERCARD INC | Stock | 254 | $42,651 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
