Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BALDWIN BROTHERS LLC/MA | 04-12-2024 | 03-31-2024 | 767 | 1,327,617,017 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TR | ACCES TREASURY | 101 | $1,371,600 | 13,595 | 0.00 | 0.00 | -2,680 | -16.47 | 03-31-2024 |
UNITEDHEALTH GROUP INC | COM | 102 | $1,323,323 | 2,675 | 0.00 | 0.00 | -126 | -4.50 | 03-31-2024 |
BLACKROCK INC | COM | 103 | $1,263,890 | 1,516 | 0.00 | 0.00 | -280 | -15.59 | 03-31-2024 |
NUVECTIS PHARMA INC | COM | 104 | $1,263,866 | 154,130 | 0.00 | 0.00 | 12,090 | 8.51 | 03-31-2024 |