Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREENHOUSE WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 59 | 133,453,534 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 51 | $617,444 | 794 | 0.00 | 0.00 | -90 | -10.18 | 03-31-2024 |
| AMAZON COM INC | COM | 52 | $616,900 | 3,420 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUS MID CAP ETF | 53 | $601,084 | 7,148 | 0.00 | 0.00 | 18 | 0.25 | 03-31-2024 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 54 | $523,572 | 8,130 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
