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 |
|---|---|---|---|---|---|---|---|---|---|
| HANCOCK JOHN PREM DIVID FD | COM SH BEN INT | 551 | $30,310 | 2,573 | 0.00 | 0.00 | -2,332 | -47.54 | 06-30-2024 |
| SPDR SER TR | S&P 400 MDCP GRW | 552 | $30,262 | 360 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TARGET CORP | COM | 553 | $30,200 | 204 | 0.00 | 0.00 | 4 | 2.00 | 06-30-2024 |
| VANECK ETF TRUST | ENERGY INCME ET | 554 | $29,983 | 377 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
