Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | 04-20-2023 | 03-31-2023 | 918 | 1,574,196,836 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TRANE TECHNOLOGIES PLC | SHS | 451 | $111,308 | 605 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2023 |
ISHARES TR | GLOBAL 100 ETF | 452 | $109,364 | 1,561 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2023 |
ISHARES TR | ESG AWR MSCI USA | 453 | $109,174 | 1,207 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2023 |
FORD MTR CO DEL | COM | 454 | $107,410 | 8,525 | 0.00 | 0.01 | -4,336 | -33.71 | 03-31-2023 |