Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCDONALD PARTNERS LLC | 04-15-2024 | 03-31-2024 | 239 | 363,590,225 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $19,805,847 | 47,076 | 0.01 | 0.01 | -750 | -1.57 | 03-31-2024 |
| EATON CORP PLC | SHS | 2 | $13,098,004 | 41,889 | 0.00 | 0.00 | -1,082 | -2.52 | 03-31-2024 |
| APPLE INC | COM | 3 | $12,775,092 | 74,499 | 0.00 | 0.00 | -2,028 | -2.65 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 4 | $7,994,563 | 39,913 | 0.00 | 0.00 | -2,297 | -5.44 | 03-31-2024 |
