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 CORE TOTAL USD BOND MARKET ETF | ETF | 601 | $1,520 | 33 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NUCANA PLC SPONSORED ADR | ADR | 602 | $1,517 | 5,130 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ACV AUCTIONS INC COM CL A | Stock | 603 | $1,515 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| APTIV PLC SHS | Stock | 604 | $1,436 | 16 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
