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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUNIYIELD QUALITY FD COM | CEF | 751 | $974 | 85 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES S&P GSCI COMMODITY INDEXED TRUST | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ARCHER AVIATION INC COM CL A | Stock | 753 | $924 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| XEROX HOLDINGS CORP COM NEW | Stock | 754 | $895 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
