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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | 25YR+ ZERO U S | 501 | $37,545 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NORTHRIM BANCORP INC | COM | 502 | $37,466 | 650 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 503 | $37,189 | 444 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 504 | $36,519 | 146 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
