Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BALDWIN BROTHERS LLC/MA | 04-12-2024 | 03-31-2024 | 767 | 1,327,617,017 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 201 | $276,529 | 5,465 | 0.00 | 0.00 | 885 | 19.32 | 03-31-2024 |
| ISHARES TR | SHRT NAT MUN ETF | 202 | $276,487 | 2,640 | 0.00 | 0.00 | 425 | 19.19 | 03-31-2024 |
| EXPEDIA GROUP INC | COM NEW | 203 | $275,500 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DOW INC | COM | 204 | $273,314 | 4,718 | 0.00 | 0.00 | -125 | -2.58 | 03-31-2024 |
