Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WADE G W & INC | 02-07-2024 | 12-31-2023 | 417 | 3,078,733,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 251 | $938,000 | 5,007 | 0.03 | 0.04 | -1,649 | -24.77 | 12-31-2023 |
| IDEXX LABS INC | COM | 252 | $927,000 | 1,670 | 0.03 | 0.03 | -1 | -0.06 | 12-31-2023 |
| ANALOG DEVICES INC | COM | 253 | $926,000 | 4,662 | 0.03 | 0.04 | -1,524 | -24.64 | 12-31-2023 |
| MILLERKNOLL INC | COM | 254 | $925,000 | 34,665 | 0.03 | 0.03 | -2,423 | -6.53 | 12-31-2023 |
