Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| APPLETON PARTNERS INC/MA | 10-03-2023 | 09-30-2023 | 289 | 1,125,107,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| YUM CHINA HOLDINGS INC | CS | 251 | $363,000 | 6,506 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2023 |
| SCHLUMBERGER NV | CS | 252 | $355,000 | 6,094 | 0.03 | 0.03 | -500 | -7.58 | 09-30-2023 |
| CLOROX CO/THE | CS | 253 | $355,000 | 2,709 | 0.03 | 0.03 | 729 | 36.82 | 09-30-2023 |
| ISHARES GOLD TRUST | ETF | 254 | $354,000 | 10,111 | 0.03 | 0.03 | -459 | -4.34 | 09-30-2023 |
