Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEWSQUARE CAPITAL LLC | 02-01-2024 | 12-31-2023 | 493 | 1,047,329,519 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BEST BUY INC | Stock | 51 | $6,852,502 | 88,933 | 0.00 | 0.00 | 2,651 | 3.07 | 12-31-2023 |
| APPLE INC | Stock | 52 | $6,826,443 | 35,457 | 0.00 | 0.00 | -513 | -1.43 | 12-31-2023 |
| CMS ENERGY CORP COM | Stock | 53 | $6,576,061 | 115,007 | 0.00 | 0.00 | 2,326 | 2.06 | 12-31-2023 |
| KELLANOVA COM | Stock | 54 | $6,484,263 | 117,794 | 0.00 | 0.00 | 7,670 | 6.96 | 12-31-2023 |
