Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| M&R CAPITAL MANAGEMENT INC | 04-01-2024 | 03-31-2024 | 549 | 408,266,603 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARCHER DANIELS MIDLAND CO COM | Stock | 401 | $17,329 | 276 | 0.00 | 0.00 | 66 | 31.43 | 03-31-2024 |
| INVESCO GLOBAL WATER ETF | ETF | 402 | $17,244 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF | ETF | 403 | $17,111 | 498 | 0.00 | 0.00 | 2 | 0.40 | 03-31-2024 |
| SMITH A O CORP COM | Stock | 404 | $17,013 | 190 | 0.00 | 0.00 | -5 | -2.56 | 03-31-2024 |
