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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 301 | $29,547 | 215 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | ETF | 302 | $29,021 | 1,035 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HP INC COM | Stock | 303 | $28,860 | 955 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENERAL MLS INC COM | Stock | 304 | $27,988 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
