Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATTEN GROUP INC | 04-17-2024 | 03-31-2024 | 239 | 406,360,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | REAL ESTATE ETF | 201 | $411,731 | 4,761 | 0.00 | 0.00 | -825 | -14.77 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 202 | $410,902 | 1,581 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P US GWT | Liquidated | $0 | 0 | 0.00 | 0.00 | -283 | -6.21 | 12-31-2023 |
| ISHARES TR | MBS ETF | 204 | $404,707 | 4,379 | 0.00 | 0.00 | -891 | -16.91 | 03-31-2024 |
