Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DIVERSIFIED TRUST CO | 04-17-2024 | 03-31-2024 | 1011 | 3,317,795,457 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC | COM | 151 | $3,021,371 | 24,604 | 0.00 | 0.00 | 14,603 | 146.02 | 03-31-2024 |
| WIX COM LTD | SHS | 152 | $3,009,987 | 21,894 | 0.00 | 0.00 | 5,076 | 30.18 | 03-31-2024 |
| STATE STR CORP | COM | 153 | $3,003,727 | 38,848 | 0.00 | 38,848 | +Inf | 03-31-2024 | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 154 | $2,950,463 | 24,386 | 0.00 | 0.00 | 8,116 | 49.88 | 03-31-2024 |
