Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HANSON & DOREMUS INVESTMENT MANAGEMENT | 04-22-2024 | 03-31-2024 | 472 | 580,393,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Vanguard REIT ETF | ETF | 401 | $119,000 | 1,374 | 0.02 | 0.02 | 17 | 1.25 | 03-31-2024 |
WisdomTree India Earnings ETF | ETF | 402 | $116,000 | 2,665 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
Oracle | COMMON | 403 | $116,000 | 921 | 0.02 | 0.02 | 137 | 17.47 | 03-31-2024 |
Essential utilities ord | COMMON | 404 | $116,000 | 3,142 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |