Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HM PAYSON & CO | 08-13-2024 | 06-30-2024 | 1373 | 5,504,522,257 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 1201 | $8,391 | 46 | 0.00 | 46 | +Inf | 06-30-2024 | |
| QUANTUMSCAPE CORP | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P US VLU | Liquidated | $8,197 | 93 | 0.00 | 0.00 | 93 | +Inf | 06-30-2024 |
| LAZARD INC | COM | 1204 | $8,171 | 214 | 0.00 | 214 | +Inf | 06-30-2024 |
