Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLSQUARE WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 536 | 162,981,476 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO S&P SMALLCAP CONSUMER STAPLES ETF | ETF | 351 | $22,354 | 582 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR S&P DIVID ETF | ETF | 352 | $21,870 | 175 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| 3M CO COM | Stock | 353 | $21,864 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ARK GENOMIC REVOLUTION ETF | ETF | 354 | $21,655 | 660 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
