Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BALDWIN BROTHERS LLC/MA | 07-12-2024 | 06-30-2024 | 854 | 1,283,652,411 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OMNICOM GROUP INC | COM | 1001 | $1,973 | 22 | 0.00 | 0.00 | -78 | -78.00 | 06-30-2024 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 1002 | $1,956 | 5 | 0.00 | 5 | +Inf | 06-30-2024 | |
| NUVEEN PFD & INCOME TERM FD | COM | 1003 | $1,945 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 1004 | $1,941 | 51 | 0.00 | 0.00 | 35 | 218.75 | 06-30-2024 |
