Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAN YIELD GROUP | 01-24-2024 | 12-31-2023 | 375 | 237,416,159 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WORKDAY INC CL A | Stock | 501 | $4,969 | 18 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INTERNATIONAL PAPER CO COM | Stock | 502 | $4,519 | 125 | 0.00 | 125 | +Inf | 12-31-2023 | |
| DIAGEO PLC SPON ADR NEW | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SNOWFLAKE INC CL A | Stock | 504 | $3,980 | 20 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
