Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRON HORSE WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 471 | 252,993,517 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BECTON DICKINSON & CO | COM | 251 | $9,403 | 38 | 0.00 | 0.00 | 30 | 375.00 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | NASDAQ 100 CORE | 252 | $9,312 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES INC | ESG AWR MSCI EM | 253 | $9,218 | 286 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ETSY INC | NOTE | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
