Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PORTSIDE WEALTH GROUP LLC | 04-17-2024 | 03-31-2024 | 365 | 540,558,614 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO | COM | 701 | $247,676 | 603 | 0.00 | 0.00 | 32 | 5.60 | 03-31-2024 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 7,434 | +Inf | 12-31-2023 | |
| VANECK ETF TRUST | MORTGAGE REIT | Liquidated | $0 | 0 | 0.00 | 20,452 | +Inf | 12-31-2023 | |
| HONEYWELL INTL INC | COM | 704 | $244,453 | 1,191 | 0.00 | 0.00 | 69 | 6.15 | 03-31-2024 |
