Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
IRON HORSE WEALTH MANAGEMENT LLC 04-17-2024 03-31-2024 471 252,993,517
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR SER TR PORTFOLIO CRPORT 551 $989 34 0.00 0.00 0 0.00 03-31-2024
GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 552 $979 6 0.00 0.00 0 0.00 03-31-2024
EXPEDITORS INTL WASH INC COM 553 $973 8 0.00 0.00 0 0.00 03-31-2024
OMNICOM GROUP INC COM 554 $968 10 0.00 0.00 0 0.00 03-31-2024
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