Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WHITEGATE INVESTMENT COUNSELORS INC | 05-02-2024 | 03-31-2024 | 62 | 355,036,603 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Abbvie Inc | Common | 201 | $274,971 | 1,510 | 0.00 | 0.00 | -300 | -16.57 | 03-31-2024 |
| Vanguard SP 500 Etf | Common | 202 | $264,039 | 549 | 0.00 | 549 | +Inf | 03-31-2024 | |
| Broadcom Inc | Common | 203 | $255,311 | 192 | 0.00 | 0.00 | -42 | -17.95 | 03-31-2024 |
| Primary Bank | Common | 204 | $232,100 | 11,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
