Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LEDYARD NATIONAL BANK | 02-05-2024 | 12-31-2023 | 307 | 971,718,813 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES CORE DIVIDEND GROWTH ETF | Com | 1 | $58,580,487 | 1,088,452 | 0.01 | 0.00 | 300,391 | 38.12 | 12-31-2023 |
APPLE INC | Com | 2 | $55,571,666 | 288,639 | 0.01 | 0.01 | -39,483 | -12.03 | 12-31-2023 |
MICROSOFT CORP | Com | 3 | $50,332,954 | 133,850 | 0.01 | 0.00 | -12,069 | -8.27 | 12-31-2023 |
ISHARES CORE S&P 500 ETF | Com | 4 | $46,855,025 | 98,099 | 0.00 | 0.00 | 40,776 | 71.13 | 12-31-2023 |