Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GROVE BANK & TRUST | 04-30-2024 | 03-31-2024 | 636 | 593,652,584 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY | COM | 151 | $1,196,779 | 18,726 | 0.00 | 0.00 | -324 | -1.70 | 03-31-2024 |
| Workday Inc | CL A | 152 | $1,194,918 | 4,381 | 0.00 | 0.00 | 367 | 9.14 | 03-31-2024 |
| Walmart Inc | COM | 153 | $1,108,873 | 18,429 | 0.00 | 0.00 | 12,200 | 195.86 | 03-31-2024 |
| VANGUARD ETF/USA | TOTAL STK MKT | 154 | $1,090,021 | 4,194 | 0.00 | 0.00 | 349 | 9.08 | 03-31-2024 |
