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 |
|---|---|---|---|---|---|---|---|---|---|
| BHP GROUP LTD SPON ADR | COM | Liquidated | $0 | 0 | 0.00 | 55 | +Inf | 12-31-2023 | |
| CLOROX COMPANY | COM | 502 | $2,997 | 21 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| RIVIAN AUTOMOTIVE INC CL A | COM | 503 | $2,979 | 127 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| OCCIDENTAL PETROLEUM CORP | COM | 504 | $2,874 | 48 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
