Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENTERPRISE BANK & TRUST CO | 07-10-2024 | 06-30-2024 | 121 | 292,775,044 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DUPONT DE NEMOURS INC | COM | 151 | $821,561 | 10,207 | 0.00 | 0.00 | -110 | -1.07 | 06-30-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 152 | $788,800 | 2,164 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EASTERN BANKSHARES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BOEING CO | COM | 154 | $753,885 | 4,142 | 0.00 | 0.00 | 85 | 2.10 | 06-30-2024 |
