Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CONNOLLY SARAH T | 02-09-2024 | 12-31-2023 | 4 | 1,107,331 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Illinois Tool Works Inc | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
McDonald's Corp | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | -285 | -7.01 | 12-31-2023 |
AbbVie Inc | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | -75 | -1.14 | 12-31-2023 |
US Bancorp | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | -45 | -0.18 | 12-31-2023 |