Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORENO EVELYN V | 02-09-2024 | 12-31-2023 | 140 | 211,873,591 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF | Com | 151 | $513,452 | 1,075 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Ingersoll-Rand Inc | Com | 152 | $502,014 | 6,491 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| iShares Short Treasury Bond ETF | Com | 153 | $485,123 | 4,405 | 0.00 | 0.00 | -3,143 | -41.64 | 12-31-2023 |
| Abbott Laboratories | Com | 154 | $474,402 | 4,310 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
