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 |
|---|---|---|---|---|---|---|---|---|---|
| DEXCOM INC. | Equities | 651 | $211,934 | 1,528 | 0.00 | 1,528 | +Inf | 03-31-2024 | |
| Insulet Corporation | Equities | Liquidated | $0 | 0 | 0.00 | 973 | +Inf | 03-31-2024 | |
| SUPER MICRO COMPUTER INC. | Equities | 653 | $211,096 | 209 | 0.00 | 209 | +Inf | 03-31-2024 | |
| KKR & CO. INC. CLASS A | Equities | Liquidated | $0 | 0 | 0.00 | 2,532 | +Inf | 03-31-2024 |
