Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BENEDETTI & GUCER INC | 02-12-2024 | 12-31-2023 | 142 | 190,835,095 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES | Equity | Liquidated | $0 | 0 | 0.14 | 1,998 | +Inf | 12-31-2023 | |
WISDOMTREE TR | INTL EQUITY FD | 402 | $265,018 | 5,047 | 0.00 | 5,047 | +Inf | 12-31-2023 | |
NEW YORK CMNTY BANCORP INCORPORATED | COM | 403 | $264,087 | 25,815 | 0.00 | 25,815 | +Inf | 12-31-2023 | |
NUVEEN ESG LARGE-CAP GROWTH ETF | Equity | Liquidated | $0 | 0 | 0.14 | 4,230 | +Inf | 12-31-2023 |