Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINTHROP ADVISORY GROUP LLC | 04-17-2024 | 03-31-2024 | 141 | 691,298,459 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NATIONAL MUN ETF | 101 | $443,635 | 4,123 | 0.00 | 4,123 | +Inf | 03-31-2024 | |
| SERVICENOW INC | COM | 102 | $439,905 | 577 | 0.00 | 0.00 | -2 | -0.35 | 03-31-2024 |
| CISCO SYS INC | COM | 103 | $429,509 | 8,606 | 0.00 | 0.00 | -548 | -5.99 | 03-31-2024 |
| PFIZER INC | COM | 104 | $429,309 | 15,471 | 0.00 | 0.00 | -413 | -2.60 | 03-31-2024 |
