Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINTHROP ADVISORY GROUP LLC | 04-17-2024 | 03-31-2024 | 141 | 691,298,459 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P TTL STK | 1 | $82,523,549 | 715,729 | 0.01 | 0.01 | 34,392 | 5.05 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $81,851,563 | 155,691 | 0.01 | 0.01 | 3,843 | 2.53 | 03-31-2024 |
| ISHARES TR | RUS 1000 ETF | 3 | $73,386,267 | 254,787 | 0.01 | 0.00 | 203,000 | 391.99 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $47,462,713 | 106,758 | 0.01 | 0.01 | 5,217 | 5.14 | 03-31-2024 |
