Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MAYFLOWER FINANCIAL ADVISORS LLC | 04-29-2024 | 03-31-2024 | 355 | 598,180,582 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $51,813,799 | 117,344 | 0.01 | 0.01 | 59 | 0.05 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 2 | $18,756,764 | 304,839 | 0.00 | 0.00 | -54,202 | -15.10 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $18,472,111 | 43,906 | 0.00 | 0.00 | 63 | 0.14 | 03-31-2024 |
| APPLE INC | COM | 4 | $15,796,704 | 96,721 | 0.00 | 0.00 | -4,558 | -4.50 | 03-31-2024 |
