Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINCH ADVISORY SERVICES LLC | 01-18-2024 | 12-31-2023 | 446 | 301,531,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SHORT TERM CORP BOND ETF | ETF | 51 | $853,803 | 11,035 | 0.00 | 0.29 | 421 | 3.97 | 12-31-2023 |
| MEDTRONIC PLC | COM | 52 | $845,987 | 10,269 | 0.00 | 0.28 | 532 | 5.46 | 12-31-2023 |
| EBAY INC | COM | 53 | $844,860 | 19,369 | 0.00 | 0.30 | 965 | 5.24 | 12-31-2023 |
| SPDR PORTFOLIO AGGREGATE BOND ETF | ETF | 54 | $838,656 | 32,709 | 0.00 | 0.27 | 2,269 | 7.45 | 12-31-2023 |
