Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GREENLEAF TRUST | 07-22-2024 | 06-30-2024 | 792 | 10,544,835,137 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Autodesk Inc | COM | 101 | $5,066,291 | 20,474 | 0.00 | 0.00 | 62 | 0.30 | 06-30-2024 |
American Express | COM | 102 | $4,944,750 | 21,355 | 0.00 | 0.00 | 142 | 0.67 | 06-30-2024 |
Goldman Sachs Group Inc | COM | 103 | $4,774,238 | 10,555 | 0.00 | 0.00 | 408 | 4.02 | 06-30-2024 |
Ishares S&P Smallcap 600 Growth ETF | S&P SML 600 GWT | 104 | $4,685,383 | 36,482 | 0.00 | 0.00 | -404 | -1.10 | 06-30-2024 |