Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINTHROP ADVISORY GROUP LLC | 04-17-2024 | 03-31-2024 | 141 | 691,298,459 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SM CP VAL ETF | 151 | $263,819 | 1,375 | 0.00 | 0.00 | 69 | 5.28 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 152 | $262,062 | 6,246 | 0.00 | 0.00 | -8 | -0.13 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | MKT EXPN ENHNCD | Liquidated | $0 | 0 | 0.00 | 0.07 | -2,991 | -35.65 | 12-31-2023 |
| INTEL CORP | COM | Liquidated | $0 | 0 | 0.00 | 4,924 | +Inf | 03-31-2024 |
