Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINTHROP CAPITAL MANAGEMENT LLC | 05-07-2024 | 03-31-2024 | 164 | 217,035,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | INF TECH ETF | 1 | $21,425,000 | 40,861 | 9.87 | 0.01 | -207 | -0.50 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO SHORT | 2 | $19,423,000 | 652,429 | 8.95 | 0.01 | -14,648 | -2.20 | 03-31-2024 |
| ELI LILLY & CO | COM | 3 | $13,678,000 | 17,582 | 6.30 | 17,582 | +Inf | 03-31-2024 | |
| Schwab US Large Cap ETF | US LRG CAP ETF | Liquidated | $0 | 0 | 0.00 | 238,320 | +Inf | 03-31-2024 |
