Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRESTWOOD ADVISORS GROUP LLC | 01-29-2024 | 12-31-2023 | 490 | 4,291,892,747 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | ETF | 151 | $2,982,923 | 52,058 | 0.00 | 0.00 | 3,195 | 6.54 | 12-31-2023 |
| CBRE GROUP INC CL A | Stock | 152 | $2,806,247 | 30,146 | 0.00 | 0.00 | -4,153 | -12.11 | 12-31-2023 |
| COLGATE PALMOLIVE CO COM | Stock | 153 | $2,688,476 | 33,728 | 0.00 | 0.00 | 1,277 | 3.94 | 12-31-2023 |
| ISHARES RUSSELL 2000 ETF | ETF | 154 | $2,622,075 | 13,064 | 0.00 | 0.00 | 6,064 | 86.63 | 12-31-2023 |
