Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRONWOOD INVESTMENT COUNSEL LLC | 08-08-2023 | 06-30-2023 | 217 | 444,523,793 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Marsh & McLennan Inc | COM | 101 | $902,784 | 4,800 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Privia Health Group Inc | COM | 102 | $894,920 | 34,275 | 0.00 | 0.00 | -900 | -2.56 | 06-30-2023 |
| iShares Barclays Aggregate Bond | CORE US AGGBD ET | 103 | $858,800 | 8,767 | 0.00 | 0.00 | -1,460 | -14.28 | 06-30-2023 |
| AbbVie Inc | COM | 104 | $853,251 | 6,333 | 0.00 | 0.00 | -932 | -12.83 | 06-30-2023 |
