Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | 05-08-2024 | 03-31-2024 | 435 | 2,117,791,393 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT | COM | 1 | $66,339,757 | 157,681 | 0.00 | 0.00 | -1,925 | -1.21 | 03-31-2024 |
| SCHWAB US BROAD MKT ETF | MFD | 2 | $59,012,668 | 966,628 | 0.00 | 0.00 | 24,074 | 2.55 | 03-31-2024 |
| APPLE | COM | 3 | $57,448,178 | 335,014 | 0.00 | 0.00 | -3,814 | -1.13 | 03-31-2024 |
| FISERV | COM | 4 | $50,150,218 | 313,792 | 0.00 | 0.00 | -5,356 | -1.68 | 03-31-2024 |
