Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HEADINVEST LLC | 02-12-2024 | 12-31-2023 | 230 | 480,754,062 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MLS INC COM | Stock | 151 | $477,020 | 7,323 | 0.00 | 0.00 | -551 | -7.00 | 12-31-2023 |
| GENERAL ELECTRIC CO COM NEW | Stock | 152 | $475,677 | 3,727 | 0.00 | 0.00 | -239 | -6.03 | 12-31-2023 |
| GENUINE PARTS CO COM | Stock | 153 | $465,222 | 3,359 | 0.00 | 0.00 | -171 | -4.84 | 12-31-2023 |
| ISHARES MSCI EAFE SMALL-CAP ETF | ETF | 154 | $460,536 | 7,440 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
