Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINTHROP CAPITAL MANAGEMENT LLC | 05-07-2024 | 03-31-2024 | 164 | 217,035,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| S&P GLOBAL INC | COM | 101 | $406,000 | 955 | 0.19 | 0.00 | 11 | 1.17 | 03-31-2024 |
| Blackrock Inc | COM | Liquidated | $0 | 0 | 0.00 | 489 | +Inf | 03-31-2024 | |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 103 | $386,000 | 4,090 | 0.18 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PNC Financial Services Group Inc. | COM | Liquidated | $0 | 0 | 0.00 | 2,416 | +Inf | 03-31-2024 |
