Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LATITUDE ADVISORS LLC | 04-25-2024 | 03-31-2024 | 182 | 159,936,474 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WEBSTER FINL CORP | COM | 101 | $641,530 | 12,636 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | EAFE GRWTH ETF | 102 | $638,311 | 6,150 | 0.00 | 0.00 | -237 | -3.71 | 03-31-2024 |
| CENCORA INC | COM | 103 | $630,157 | 2,593 | 0.00 | 0.00 | 48 | 1.89 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 104 | $629,796 | 1,498 | 0.00 | 0.00 | -132 | -8.10 | 03-31-2024 |
