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 |
|---|---|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON PUBLIC LTD | Equities | 301 | $346,024 | 1,320 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DFA T.A.WORLD EX U.S. CORE EQUI | Mutual Funds | 302 | $342,738 | 13,483 | 0.00 | 13,483 | +Inf | 06-30-2024 | |
| CROWN HOLDINGS INC | Equities | 303 | $334,755 | 4,500 | 0.00 | 0.00 | -30 | -0.66 | 06-30-2024 |
| HARTFORD FINL SVCS | Equities | 304 | $328,263 | 3,265 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
