Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 05-03-2024 | 03-31-2024 | 282 | 1,588,126,516 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P US GWT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | TIPS BD ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -297 | -9.46 | 12-31-2023 |
| ISHARES TR | EAFE SML CP ETF | 253 | $294,485 | 4,650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BANK MONTREAL QUE | COM | 254 | $293,040 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
