Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BOSTON PRIVATE WEALTH LLC | 02-15-2022 | 12-31-2021 | 1525 | 6,097,717,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
iShares Core Dividend Growth E | ETF | 851 | $258,000 | 4,642 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
Cohen And Steers Infrastructur | ETF | 852 | $255,000 | 8,943 | 0.00 | 0.00 | 993 | 12.49 | 12-31-2021 |
Samsung Electronics Ltd | COM | 853 | $255,000 | 155 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
WP Carey Inc | COM | 854 | $253,000 | 3,089 | 0.00 | 0.01 | -8,555 | -73.47 | 12-31-2021 |