Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MIDDLETON & CO INC/MA | 08-12-2024 | 06-30-2024 | 164 | 860,702,395 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP | COM | 151 | $322,099 | 10,400 | 0.00 | 0.00 | -1,725 | -14.23 | 06-30-2024 |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 152 | $321,685 | 6,370 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | S&P 500 VAL ETF | 153 | $318,517 | 1,750 | 0.00 | 0.00 | 100 | 6.06 | 06-30-2024 |
| ISHARES TR | CORE US AGGBD ET | 154 | $315,477 | 3,250 | 0.00 | 0.00 | -920 | -22.06 | 06-30-2024 |
