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 |
|---|---|---|---|---|---|---|---|---|---|
| EASTERN BANKSHARES INC | COM | 401 | $62,910 | 4,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SONOCO PRODS CO | COM | 402 | $61,878 | 1,220 | 0.00 | 0.00 | 20 | 1.67 | 06-30-2024 |
| ISHARES TR | ISHS 1-5YR INVS | 403 | $61,488 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANECK ETF TRUST | RARE EARTH/STRTG | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
