Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESSLER INVESTMENT GROUP LLC | 04-22-2024 | 03-31-2024 | 191 | 161,246,393 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | GOLD MINERS ETF | 251 | $53,754 | 1,700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 252 | $52,573 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
| SHERWIN WILLIAMS CO | COM | 253 | $52,100 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EATON VANCE TAX ADVT DIV INC | COM | 254 | $50,598 | 2,144 | 0.00 | 2,144 | +Inf | 03-31-2024 |
