Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RELYEA ZUCKERBERG HANSON LLC | 04-22-2024 | 03-31-2024 | 236 | 570,702,055 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | CL A | 51 | $1,655,255 | 3,437 | 0.00 | 0.00 | 50 | 1.48 | 03-31-2024 |
| MCDONALDS CORP | COM | 52 | $1,594,689 | 5,656 | 0.00 | 0.00 | 54 | 0.96 | 03-31-2024 |
| ISHARES TR | RUS 2000 VAL ETF | 53 | $1,573,867 | 9,910 | 0.00 | 0.00 | -66 | -0.66 | 03-31-2024 |
| ISHARES TR | ESG AWARE MSCI | 54 | $1,568,434 | 38,948 | 0.00 | 0.00 | 4,775 | 13.97 | 03-31-2024 |
