Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TWIN FOCUS CAPITAL PARTNERS LLC | 02-13-2024 | 12-31-2023 | 223 | 1,106,663,358 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN AST INFL LKD OPP & I | COM | 151 | $479,520 | 55,308 | 0.00 | 0.00 | -800 | -1.43 | 12-31-2023 |
| ELI LILLY & CO | COM | 152 | $468,668 | 804 | 0.00 | 0.00 | 90 | 12.61 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS CDA | 153 | $451,020 | 7,034 | 0.00 | 7,034 | +Inf | 12-31-2023 | |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 154 | $449,874 | 16,479 | 0.00 | 16,479 | +Inf | 12-31-2023 |
