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 |
|---|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORP COM | Stock | 251 | $58,566 | 610 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 252 | $57,879 | 534 | 0.00 | 0.00 | 4 | 0.75 | 12-31-2023 |
| DOLLAR TREE INC COM | Stock | 253 | $56,820 | 400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ASML HOLDING N V N Y REGISTRY SHS | ADR | 254 | $56,769 | 75 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
