Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINGERLAKES WEALTH MANAGEMENT INC | 04-24-2024 | 03-31-2024 | 90 | 103,573,506 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 51 | $519,258 | 3,282 | 0.00 | 0.00 | -112 | -3.30 | 03-31-2024 |
| SPDR SER TR | SPDR MSCI USA GE | 52 | $516,432 | 4,878 | 0.00 | 0.00 | -239 | -4.67 | 03-31-2024 |
| CATERPILLAR INC | COM | 53 | $508,472 | 1,388 | 0.00 | 0.00 | -18 | -1.28 | 03-31-2024 |
| SPDR INDEX SHS FDS | MSCI ACWI CLMTE | 54 | $501,858 | 14,848 | 0.00 | 0.00 | 15 | 0.10 | 03-31-2024 |
