Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREAT DIAMOND PARTNERS LLC | 05-07-2024 | 03-31-2024 | 220 | 435,481,683 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC | COM | 51 | $3,086,701 | 25,136 | 0.00 | 0.00 | -81 | -0.32 | 03-31-2024 |
| BLACKROCK INC | COM | 52 | $2,989,648 | 3,586 | 0.00 | 0.00 | 81 | 2.31 | 03-31-2024 |
| UNITEDHEALTH GROUP INC | COM | 53 | $2,952,963 | 5,969 | 0.00 | 0.00 | -1,418 | -19.20 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 54 | $2,812,442 | 17,334 | 0.00 | 0.00 | -650 | -3.61 | 03-31-2024 |
