Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 04-23-2024 | 03-31-2024 | 666 | 10,061,656,920 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AURORA INNOVATION INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROKU INC CLASS A | COMMON STOCK | 1002 | $2,929 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EMBECTA CORPORATION | COMMON STOCK | 1003 | $2,905 | 271 | 0.00 | 0.00 | -41 | -13.14 | 03-31-2024 |
VANGUARD | EQUITY MUTUAL F | 1004 | $2,800 | 11 | 0.00 | 11 | +Inf | 03-31-2024 |