Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAN YIELD GROUP | 01-24-2024 | 12-31-2023 | 375 | 237,416,159 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK SHORT MUNI ETF | ETF | 301 | $37,871 | 2,216 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INARI MED INC COM | Stock | 302 | $36,875 | 568 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 303 | $36,435 | 108 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 304 | $36,300 | 75 | 0.00 | 0.00 | -1 | -1.32 | 12-31-2023 |
