Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MEANS INVESTMENT CO INC | 04-17-2024 | 03-31-2024 | 197 | 773,071,605 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA GRWTH IND | 1 | $70,153,561 | 244,770 | 0.01 | 0.01 | 13,767 | 5.96 | 03-31-2024 |
| APPLE INC | COM | 2 | $65,691,054 | 383,083 | 0.01 | 0.01 | -13,455 | -3.39 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $56,131,561 | 116,770 | 0.01 | 0.01 | 12,275 | 11.75 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 4 | $53,054,429 | 443,933 | 0.01 | 0.01 | 54,473 | 13.99 | 03-31-2024 |
