Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANIBEL CAPTIVA TRUST COMPANY INC | 07-22-2024 | 06-30-2024 | 640 | 2,923,633,892 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENUINE PARTS CO | Equities | 201 | $1,098,676 | 7,943 | 0.00 | 0.00 | -50 | -0.63 | 06-30-2024 |
| OTIS WORLDWIDE CORP | Equities | 202 | $1,067,043 | 11,085 | 0.00 | 0.00 | -270 | -2.38 | 06-30-2024 |
| ENERGY SELECT SECTOR SPDR | Mutual Funds | 203 | $1,064,632 | 11,680 | 0.00 | 0.00 | 865 | 8.00 | 06-30-2024 |
| WELLTOWER INC | Equities | 204 | $1,061,161 | 10,179 | 0.00 | 0.00 | -267 | -2.56 | 06-30-2024 |
