Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLSQUARE WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 536 | 162,981,476 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROOKFIELD RENEWABLE CORP CL A SUB VTG | Stock | 501 | $6,478 | 225 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EDITAS MEDICINE INC COM | Stock | 502 | $6,331 | 625 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MICROSTRATEGY INC CL A NEW | Stock | 503 | $6,316 | 10 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| M & T BK CORP COM | Stock | 504 | $6,306 | 46 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
