Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINCH ADVISORY SERVICES LLC | 01-18-2024 | 12-31-2023 | 446 | 301,531,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VIATRIS INC | COM | 251 | $20,830 | 1,923 | 0.00 | 0.01 | 330 | 20.72 | 12-31-2023 |
| LIVENT CORP | COM | 252 | $19,868 | 1,105 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
| CUMMINS INC | COM | 253 | $19,113 | 80 | 0.00 | 0.01 | 1 | 1.27 | 12-31-2023 |
| SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF | ETF | 254 | $18,823 | 165 | 0.00 | 0.01 | 1 | 0.61 | 12-31-2023 |
