Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WG SHAHEEN & ASSOCIATES DBA WHITNEY & CO | 02-08-2024 | 12-31-2023 | 122 | 772,869,334 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $108,918,841 | 565,724 | 0.01 | 0.01 | -4,742 | -0.83 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $42,081,184 | 111,906 | 0.01 | 0.01 | 73 | 0.07 | 12-31-2023 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 3 | $24,837,668 | 539,480 | 0.00 | 539,480 | +Inf | 12-31-2023 | |
| META PLATFORMS INC | CL A | 4 | $24,178,193 | 68,308 | 0.00 | 0.00 | -183 | -0.27 | 12-31-2023 |
