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 |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | Equities | 51 | $15,491,149 | 46,506 | 0.00 | 0.00 | 133 | 0.29 | 06-30-2024 |
| BROADCOM INC | Equities | 52 | $15,485,337 | 9,645 | 0.00 | 0.00 | -59 | -0.61 | 06-30-2024 |
| EMERSON ELECTRIC CO | Equities | 53 | $15,458,202 | 140,325 | 0.00 | 0.00 | 1,017 | 0.73 | 06-30-2024 |
| CHECK POINT SOFTWARE TECH | Equities | 54 | $15,426,015 | 93,491 | 0.00 | 0.00 | -1,039 | -1.10 | 06-30-2024 |
