Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 04-23-2024 | 03-31-2024 | 666 | 10,061,656,920 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CARRIER GLOBAL CORP | COMMON STOCK | 251 | $307,618 | 5,737 | 0.00 | 0.00 | -41 | -0.71 | 03-31-2024 |
| FORD MOTOR CO | COMMON STOCK | 252 | $301,186 | 23,384 | 0.00 | 0.00 | -1,078 | -4.41 | 03-31-2024 |
| WELLS FARGO & CO (NEW) | COMMON STOCK | 253 | $300,980 | 4,926 | 0.00 | 0.00 | -1,710 | -25.77 | 03-31-2024 |
| ISHARES | EQUITY MUTUAL F | 254 | $299,676 | 1,750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
