Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCCLARREN FINANCIAL ADVISORS INC | 05-03-2024 | 03-31-2024 | 261 | 135,075,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FRONTIER COMMUNICATIONS PARE | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| BLACKROCK INC | COM | 452 | $10,000 | 834 | 0.01 | 0.01 | 823 | 7481.82 | 03-31-2024 |
| BP PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 454 | $9,000 | 312 | 0.01 | 0.01 | 260 | 500.00 | 03-31-2024 |
