Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARCHFORD CAPITAL STRATEGIES LLC | 04-24-2024 | 03-31-2024 | 259 | 595,684,455 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES ESG AWARE MSCI USA ETF | ESG AWR MSCI USA | 501 | $518,010 | 4,506 | 0.00 | 4,506 | +Inf | 03-31-2024 | |
| MCKESSON CORP COM | COM | 502 | $515,377 | 960 | 0.00 | 0.00 | -79 | -7.60 | 03-31-2024 |
| SPDR GOLD SHARES | GOLD SHS | 503 | $512,243 | 2,490 | 0.00 | 0.00 | 9 | 0.36 | 03-31-2024 |
| ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF | IBONDS DEC 25 | 504 | $509,143 | 19,242 | 0.00 | 19,242 | +Inf | 03-31-2024 |
