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 |
|---|---|---|---|---|---|---|---|---|---|
| GAP INC | COM | 1451 | $2,987 | 125 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DBX ETF TR | XTRACK HRVST CSI | Liquidated | $0 | 0 | 0.00 | 0.00 | 12 | 12.24 | 03-31-2024 |
| SPDR SER TR | PORTFLI INTRMDIT | Liquidated | $0 | 0 | 0.00 | 101 | +Inf | 03-31-2024 | |
| VITAL ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
