Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRIMES & COMPANY INC | 07-22-2024 | 06-30-2024 | 404 | 3,341,389,843 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOW INC | COM | Liquidated | $0 | 0 | 0.00 | 3,695 | +Inf | 06-30-2024 | |
| DORIAN LPG LTD | SHS USD | 402 | $209,818 | 5,000 | 0.00 | 0.00 | -276 | -5.23 | 06-30-2024 |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INSRED | Liquidated | $0 | 0 | 0.00 | 8,586 | +Inf | 06-30-2024 | |
| VERALTO CORP | COM SHS | 404 | $207,618 | 2,175 | 0.00 | 2,175 | +Inf | 06-30-2024 |
