Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BOXWOOD VENTURES INC 05-13-2024 03-31-2024 24 56,843,121
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 ETF COM 1 $10,257,027 19,550 0.02 0.02 0 0.00 03-31-2024
Microsoft Corporation COM 2 $8,193,101 19,474 0.01 0.01 0 0.00 03-31-2024
Apple, Inc. COM 3 $6,472,513 37,745 0.01 0.01 0 0.00 03-31-2024
Amazon.Com Inc COM 4 $4,044,120 22,420 0.01 0.01 0 0.00 03-31-2024
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