Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| APPLETON PARTNERS INC/MA | 10-03-2023 | 09-30-2023 | 289 | 1,125,107,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNION PACIFIC CORP | CS | 151 | $962,000 | 4,722 | 0.09 | 0.10 | -875 | -15.63 | 09-30-2023 |
| VANGUARD INFORMATION TECHNOLOG | ETF | 152 | $952,000 | 2,295 | 0.08 | 2,295 | +Inf | 09-30-2023 | |
| INVESCO QQQ TRUST SERIES 1 | ETF | 153 | $941,000 | 2,625 | 0.08 | 0.08 | -73 | -2.71 | 09-30-2023 |
| GENERAL MILLS INC | CS | 154 | $919,000 | 14,354 | 0.08 | 0.09 | -30 | -0.21 | 09-30-2023 |
