Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATTEN GROUP INC | 04-17-2024 | 03-31-2024 | 239 | 406,360,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | COMMUNICATION | 151 | $734,450 | 8,994 | 0.00 | 0.00 | 2,385 | 36.09 | 03-31-2024 |
| ENBRIDGE INC | COM | 152 | $733,782 | 20,282 | 0.00 | 0.00 | 518 | 2.62 | 03-31-2024 |
| CATERPILLAR INC | COM | 153 | $724,294 | 1,977 | 0.00 | 0.00 | 3 | 0.15 | 03-31-2024 |
| CONSTELLATION BRANDS INC | CL A | 154 | $723,969 | 2,664 | 0.00 | 0.00 | 240 | 9.90 | 03-31-2024 |
