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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P SML 600 GWT | 601 | $286 | 2 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| OATLY GROUP AB | SPONSORED ADS | 602 | $283 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | PFD AND INCM SEC | 603 | $271 | 8 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FTAI AVIATION LTD | SHS | 604 | $269 | 4 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
