Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MASCOMA WEALTH MANAGEMENT LLC | 05-02-2024 | 03-31-2024 | 452 | 351,382,576 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LABORATORY CORP AMER HLDGS COM NEW | Stock | 251 | $41,507 | 190 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HALLIBURTON CO COM | Stock | 252 | $39,735 | 1,008 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WELLS FARGO CO NEW COM | Stock | 253 | $39,471 | 681 | 0.00 | 0.00 | -600 | -46.84 | 03-31-2024 |
| DISNEY WALT CO COM | Stock | 254 | $39,335 | 321 | 0.00 | 0.00 | -100 | -23.75 | 03-31-2024 |
