Institution Information
| 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 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NORTHERN DYNASTY | COMMON STOCK | 1151 | $881 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANECK | BOND MUTUAL FUN | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PARAMOUNT GLOBAL | COMMON STOCK | 1153 | $669 | 54 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISUN INC | COMMON STOCK | 1154 | $662 | 4,482 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
