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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TRUST S&P GLOBAL INFRASTRUCTUR | ETF | 551 | $3,999 | 85 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BARRICK GOLD CORP F | Stock | 552 | $3,618 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| 3D SYSTEMS CORPORATION | Stock | 553 | $3,556 | 560 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | 554 | $3,356 | 31 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
