Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WHITEGATE INVESTMENT COUNSELORS INC | 05-02-2024 | 03-31-2024 | 62 | 355,036,603 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Trex Company Inc | Common | 151 | $608,475 | 6,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Apple Inc | Common | 152 | $568,907 | 3,317 | 0.00 | 0.00 | -252 | -7.06 | 03-31-2024 |
| Microsoft Corp | Common | 153 | $467,823 | 1,111 | 0.00 | 0.00 | -67 | -5.69 | 03-31-2024 |
| Amazon Com Inc | Common | 154 | $432,912 | 2,400 | 0.00 | 0.00 | -74 | -2.99 | 03-31-2024 |
