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 |
|---|---|---|---|---|---|---|---|---|---|
| RITHM CAPITAL CORP | COM NEW | 351 | $81,825 | 7,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | MSCI USA ESG SLC | 352 | $81,468 | 725 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| THOMSON REUTERS CORP. | COM | 353 | $81,412 | 483 | 0.00 | 0.00 | 5 | 1.05 | 06-30-2024 |
| GENERAL MLS INC | COM | 354 | $80,657 | 1,275 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
