Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 05-03-2024 | 03-31-2024 | 282 | 1,588,126,516 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LINDE PLC | SHS | 101 | $1,519,256 | 3,272 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 102 | $1,512,070 | 18,934 | 0.00 | 0.00 | -456 | -2.35 | 03-31-2024 |
| YUM BRANDS INC | COM | 103 | $1,510,495 | 10,894 | 0.00 | 0.00 | 138 | 1.28 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 104 | $1,501,194 | 13,583 | 0.00 | 0.00 | -2,648 | -16.31 | 03-31-2024 |
