Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
TILIA FIDUCIARY PARTNERS INC | 04-12-2024 | 03-31-2024 | 97 | 123,317,584 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
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