Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MASCOMA WEALTH MANAGEMENT LLC | 05-02-2024 | 03-31-2024 | 452 | 351,382,576 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STURM RUGER & CO INC COM | Stock | 601 | $4,615 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KYNDRYL HLDGS INC COMMON STOCK | Stock | 602 | $4,570 | 210 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ARK SPACE EXPLORATION & INNOVATION ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF | ETF | 604 | $4,489 | 192 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
