Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TILIA FIDUCIARY PARTNERS INC | 04-12-2024 | 03-31-2024 | 97 | 123,317,584 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC COM | Stock | 51 | $1,544,531 | 5,436 | 0.00 | 0.00 | 426 | 8.50 | 03-31-2024 |
| LINCOLN ELEC HLDGS INC | Stock | 52 | $1,408,752 | 5,515 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES S&P SMALLCAP 600 ETF | ETF | 53 | $1,382,662 | 12,511 | 0.00 | 0.00 | 1,497 | 13.59 | 03-31-2024 |
| NUTRIEN LTD COM | Stock | 54 | $1,374,858 | 25,315 | 0.00 | 0.00 | 2,186 | 9.45 | 03-31-2024 |
