Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMG NATIONAL TRUST BANK | 02-08-2024 | 12-31-2023 | 595 | 3,185,985,568 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP | COM | 201 | $2,219,996 | 44,179 | 0.00 | 0.00 | 2,870 | 6.95 | 12-31-2023 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 202 | $2,199,234 | 12,220 | 0.00 | 0.00 | -50 | -0.41 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 203 | $2,196,805 | 45,862 | 0.00 | 0.00 | -256 | -0.56 | 12-31-2023 |
| ISHARES TR | EAFE VALUE ETF | 204 | $2,183,625 | 41,912 | 0.00 | 0.00 | -786 | -1.84 | 12-31-2023 |
