Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINCH ADVISORY SERVICES LLC | 01-18-2024 | 12-31-2023 | 446 | 301,531,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONTAINER STORE GROUP INC | COM | 651 | $228 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DIVERSIFIED HEALTHCARE TRUST SBI | COM | 652 | $227 | 61 | 0.00 | 0.00 | 1 | 1.67 | 12-31-2023 |
| LUMEN TECHNOLOGIES INC LA | COM | 653 | $215 | 117 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPOTIFY TECHNOLOGY SA | COM | 654 | $188 | 1 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
