Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTERCHANGE CAPITAL PARTNERS LLC | 05-08-2024 | 03-31-2024 | 167 | 148,309,467 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 VL | 251 | $270,690 | 5,403 | 0.00 | 0.00 | 21 | 0.39 | 03-31-2024 |
| ZOETIS INC | CL A | 252 | $269,214 | 1,544 | 0.00 | 0.00 | 120 | 8.43 | 03-31-2024 |
| MERCK & CO INC | COM | 253 | $267,231 | 2,039 | 0.00 | 0.00 | 93 | 4.78 | 03-31-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 254 | $266,889 | 510 | 0.00 | 0.00 | 36 | 7.59 | 03-31-2024 |
