Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY PRIVATE TRUST CO | 04-10-2024 | 03-31-2024 | 313 | 1,367,828,945 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS DEC | Liquidated | $0 | 0 | 0.00 | 0.00 | -29,305 | -66.58 | 03-31-2024 |
| WISDOMTREE TR | US QTLY DIV GRT | 252 | $373,711 | 4,905 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TRAVELERS COMPANIES INC | COM | 253 | $368,914 | 1,603 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | IBONDS DEC 25 | 254 | $360,622 | 13,629 | 0.00 | 0.00 | -3,870 | -22.12 | 03-31-2024 |
