Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| M&R CAPITAL MANAGEMENT INC | 04-01-2024 | 03-31-2024 | 549 | 408,266,603 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | ETF | 651 | $2,946 | 61 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR S&P 600 SMALL CAP VALUE ETF | ETF | 652 | $2,925 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NATIONAL INSTRS CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCIENCE 37 HOLDINGS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
