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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF | ETF | 401 | $15,447 | 205 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MEDPACE HLDGS INC COM | Stock | 402 | $15,327 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AUTODESK INC COM | Stock | 403 | $15,096 | 62 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ECOLAB INC COM | Stock | 404 | $15,075 | 76 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
