Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNIONVIEW LLC | 04-29-2024 | 03-31-2024 | 92 | 120,867,838 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 51 | $833,776 | 5,476 | 0.00 | 0.00 | -104 | -1.86 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 52 | $802,958 | 19,223 | 0.00 | 0.00 | -58 | -0.30 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 53 | $795,703 | 5,272 | 0.00 | 0.00 | -68 | -1.27 | 03-31-2024 |
| HOME DEPOT INC | COM | 54 | $792,198 | 2,065 | 0.00 | 0.00 | -13 | -0.63 | 03-31-2024 |
