Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TRUST POINT INC 04-19-2024 03-31-2024 647 1,272,727,901
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD COMMON STOCK 1 $234,406,238 1,283,644 0.02 0.02 -26,810 -2.05 03-31-2024
ISHARES COMMON STOCK 2 $147,180,692 3,102,460 0.01 0.01 -35,987 -1.15 03-31-2024
WISDOMTREE COMMON STOCK 3 $124,265,017 3,023,477 0.01 3,023,477 +Inf 03-31-2024
VANGUARD COMMON STOCK 4 $57,260,445 238,824 0.00 0.00 -8,940 -3.61 03-31-2024
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