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 |
|---|---|---|---|---|---|---|---|---|---|
| KILROY RLTY CORP COM | REIT | 601 | $1,992 | 50 | 0.00 | 0.00 | -26 | -34.21 | 12-31-2023 |
| SANOFI SPONSORED ADR | ADR | 602 | $1,989 | 40 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | ETF | 603 | $1,474 | 148 | 0.00 | 148 | +Inf | 12-31-2023 | |
| METLIFE INC COM | Stock | 604 | $1,455 | 22 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
