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 |
|---|---|---|---|---|---|---|---|---|---|
| NORTHERN LIGHTS INSPIRE GLOBAL HOPE ETF | ETF | 351 | $8,155 | 228 | 0.00 | 0.00 | 1 | 0.44 | 12-31-2023 |
| FIDELITY COVINGTON TR DISRUPTORS ETF | ETF | 352 | $8,153 | 308 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| IPG PHOTONICS CORP | COM | 353 | $8,141 | 75 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PRUDENTIAL FINANCIAL INC | COM | 354 | $8,077 | 78 | 0.00 | 0.00 | 1 | 1.30 | 12-31-2023 |
