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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EXPND TEC SC ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,060 | 500.00 | 06-30-2024 |
| ECOLAB INC | COM | 302 | $109,480 | 460 | 0.00 | 0.00 | -35 | -7.07 | 06-30-2024 |
| BOEING CO | COM | 303 | $109,206 | 600 | 0.00 | 0.00 | 20 | 3.45 | 06-30-2024 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 304 | $107,701 | 4,055 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
