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Institutional Investment Manager
AllSquare Wealth Management LLC
AllSquare Wealth Management LLC (CIK: 0001633674) incorporated in New York, located at 200 Great Oaks Blvd, Albany, NY. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q4)
Portfolio Summary: 357 holdings with a total value of $108,953,000.
#
Name
Shares
Value ($)
%
Options
Notes
351 BAXTER INTL INC 0 0 0.00%
352 FUELCELL ENERGY INC 250 0 0.00%
353 AMEC FOSTER WHEELER PLC 31 0 0.00%
354 ISHARES INC 9 0 0.00%
355 ALLIANZGI CONV & INCOME FD 8 0 0.00%
356 INTERNATIONAL GAME TECHNOLOG 2 0 0.00%
357 LUMEN TECHNOLOGIES INC 1 0 0.00%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001633674-17-000001, filed 2017.02.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.