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 |
|---|---|---|---|---|---|---|---|---|---|
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 751 | $1,369 | 125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES S&P MID-CAP 400 GROWTH ETF | ETF | 752 | $1,369 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO CEF INCOME COMPOSITE ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES U.S. HEALTHCARE PROVIDERS ETF | ETF | 754 | $1,364 | 25 | 0.00 | 0.00 | 20 | 400.00 | 03-31-2024 |
