Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRIMES & COMPANY INC | 04-17-2024 | 03-31-2024 | 400 | 3,252,918,407 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 251 | $487,723 | 4,580 | 0.00 | 0.00 | 17 | 0.37 | 03-31-2024 |
| CHUBB LIMITED | COM | 252 | $484,460 | 1,870 | 0.00 | 0.00 | -3 | -0.16 | 03-31-2024 |
| EVERSOURCE ENERGY | COM | 253 | $477,574 | 7,990 | 0.00 | 0.00 | -365 | -4.37 | 03-31-2024 |
| CONSOLIDATED EDISON INC | COM | 254 | $476,273 | 5,245 | 0.00 | 0.00 | 12 | 0.23 | 03-31-2024 |
