Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREENFIELD SAVINGS BANK | 04-10-2024 | 03-31-2024 | 149 | 190,245,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $11,700,080 | 68,230 | 0.01 | 0.01 | -1,320 | -1.90 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $11,683,815 | 27,771 | 0.01 | 0.01 | 17 | 0.06 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 3 | $4,968,041 | 24,803 | 0.00 | 0.00 | -127 | -0.51 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $4,695,081 | 77,298 | 0.00 | 0.00 | 62,758 | 431.62 | 03-31-2024 |
