Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRONWOOD FINANCIAL LLC | 01-19-2024 | 12-31-2023 | 144 | 412,769,066 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P SML 600 GWT | 51 | $1,703,043 | 13,609 | 0.00 | 0.00 | -87 | -0.64 | 12-31-2023 |
| INTERNATIONAL BUSINESS MACHS | COM | 52 | $1,697,649 | 10,380 | 0.00 | 0.00 | -148 | -1.41 | 12-31-2023 |
| LOWES COS INC | COM | 53 | $1,686,942 | 7,580 | 0.00 | 0.00 | -50 | -0.66 | 12-31-2023 |
| AMGEN INC | COM | 54 | $1,674,260 | 5,813 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
