Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COURIER CAPITAL LLC | 01-08-2024 | 12-31-2023 | 357 | 1,317,399,913 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. TECH ETF | 251 | $540,100 | 4,400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHLUMBERGER LTD | COM STK | 252 | $539,759 | 10,372 | 0.00 | 0.00 | -422 | -3.91 | 12-31-2023 |
| ZOETIS INC | CL A | 253 | $539,610 | 2,734 | 0.00 | 0.00 | 41 | 1.52 | 12-31-2023 |
| BOSTON SCIENTIFIC CORP | COM | 254 | $537,806 | 9,303 | 0.00 | 0.00 | 58 | 0.63 | 12-31-2023 |
