Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MITCHELL & PAHL PRIVATE WEALTH LLC | 04-26-2024 | 03-31-2024 | 142 | 190,421,251 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $6,217,679 | 14,779 | 0.00 | 0.00 | -1,050 | -6.63 | 03-31-2024 |
| APPLE INC | COM | 2 | $5,047,830 | 29,437 | 0.00 | 0.00 | -3,251 | -9.95 | 03-31-2024 |
| UNITEDHEALTH GROUP INC | COM | 3 | $4,063,075 | 8,213 | 0.00 | 0.00 | -186 | -2.21 | 03-31-2024 |
| BROADCOM INC | COM | 4 | $3,661,529 | 2,762 | 0.00 | 0.00 | -215 | -7.22 | 03-31-2024 |
