Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TWIN FOCUS CAPITAL PARTNERS LLC | 02-13-2024 | 12-31-2023 | 223 | 1,106,663,358 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 201 | $321,729 | 4,161 | 0.00 | 0.00 | 136 | 3.38 | 12-31-2023 |
| PUTNAM MUN OPPORTUNITIES TR | SH BEN INT | 202 | $320,138 | 31,294 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TEGNA INC | COM | 203 | $306,826 | 20,054 | 0.00 | 0.00 | 4,875 | 32.12 | 12-31-2023 |
| WISDOMTREE TR | US QTLY DIV GRT | 204 | $303,610 | 4,320 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
