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 |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION BRANDS INC CL A | COM | 301 | $12,651 | 52 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BAKER HUGHES CO | COM | 302 | $12,527 | 367 | 0.00 | 0.00 | 3 | 0.82 | 12-31-2023 |
| AIR PRODUCTS & CHEMICALS INC | COM | 303 | $12,524 | 46 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMERICAN EXPRESS CO | COM | 304 | $12,448 | 66 | 0.00 | 0.01 | -33 | -33.33 | 12-31-2023 |
