Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN TRUST | 06-11-2024 | 03-31-2024 | 286 | 1,197,090,326 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STRYKER CORP | Equities | 51 | $5,415,289 | 15,132 | 0.00 | 0.00 | 1,246 | 8.97 | 03-31-2024 |
| VANGUARD INTERMEDIATE TERM GOVE | Equities | 52 | $5,133,433 | 87,676 | 0.00 | 0.00 | -405,748 | -82.23 | 03-31-2024 |
| DEERE CO | Equities | 53 | $5,103,855 | 12,426 | 0.00 | 0.00 | 1,348 | 12.17 | 03-31-2024 |
| PROCTER & GAMBLE | Equities | 54 | $5,030,399 | 31,004 | 0.00 | 0.00 | -408 | -1.30 | 03-31-2024 |
