Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| M&R CAPITAL MANAGEMENT INC | 04-01-2024 | 03-31-2024 | 549 | 408,266,603 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAMS COS INC COM | Stock | 301 | $37,411 | 960 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MOTOROLA SOLUTIONS INC COM NEW | Stock | 302 | $36,208 | 102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | 303 | $35,939 | 430 | 0.00 | 430 | +Inf | 03-31-2024 | |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 304 | $35,445 | 382 | 0.00 | 0.00 | -149 | -28.06 | 03-31-2024 |
