Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLARO ADVISORS LLC | 04-18-2024 | 03-31-2024 | 419 | 575,923,971 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI KLD400 SOC | 451 | $253,235 | 2,512 | 0.00 | 2,512 | +Inf | 03-31-2024 | |
| YUM CHINA HLDGS INC | COM | 452 | $252,758 | 6,352 | 0.00 | 0.00 | 22 | 0.35 | 03-31-2024 |
| WISDOMTREE TR | INTL SMCAP DIV | 453 | $250,472 | 3,841 | 0.00 | 0.00 | 13 | 0.34 | 03-31-2024 |
| POSCO HOLDINGS INC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 33 | 1.27 | 03-31-2024 |
