Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KATHLEEN S WRIGHT ASSOCIATES INC | 04-17-2024 | 03-31-2024 | 267 | 212,231,762 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 151 | $40,060 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 152 | $39,534 | 788 | 0.00 | 0.00 | 215 | 37.52 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 153 | $38,777 | 302 | 0.00 | 302 | +Inf | 03-31-2024 | |
| ISHARES TR | EXPANDED TECH | 154 | $37,519 | 440 | 0.00 | 440 | +Inf | 03-31-2024 |
